About Us


Crosspoint Wealth Advisors LLC (CWA) is an independent private wealth advisory firm located in Indianapolis, Indiana. Through our advisors, we provide fee-based services to individuals, families, business owners, foundations, and other institutions. Services provided include investment management, retirement income planning, financial planning, estate or legacy planning, business succession planning, charitable or philanthropic planning, social security planning, and risk management. Our services fall into the following broad categories:

Crosspoint senior advisors have an unusual depth of experience and knowledge in a broad array of specialized disciplines related to wealth management. To be good stewards of our experience and the relationships that we have with our clients, we are building an organization to last beyond the careers of our senior advisors. By carefully adding talented associates to our team and pouring into them, we will serve our clients better and for longer, effectively transitioning from one generation to the next. 

Planning Success with SignificanceTM

We are passionate about helping our clients achieve Planning Success with SignificanceTM. A creative and well-integrated approach to wealth management creates opportunities to help improve our clients' confidence and contentment with their lifetime benefits, improve the results for their heirs, increase the benefits they provide to the charities they choose to support, while possibly reducing taxes and expenses during life and at death. 

Through our advisors, we often serve as the "architect” of our clients’ wealth management plans and as their primary professional advisor. We work very well with our clients' other professional advisors. We believe that our clients’ complex financial needs are best addressed with a team approach.

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