CROSS WEALTH MANAGEMENT

Cross Wealth Management is an independent wealth management and financial services helping individuals and businesses in our community reach their financial goals... We are an independent, full-service, comprehensive financial services firm. We recognize that a sound financial plan must account for every aspect of your financial life. Whether it's saving for your children's education, taking care of aging parents, protecting your ability to earn an income in the event of critical illness or disability, adequate coverage in the event of death, or safely navigating the investment world. Yes, we do that... We're held to a higher standard of care, a fiduciary. It's not about ‘suitability' when it comes to investments, it's about finding the best possible fit for your goals and objectives, conflict-free. The fact is, we do not need a governing regulatory body to tell us we ought to act in the best interest of our clients. At Cross Wealth Management, integrity and moral uprightness is the..

Primary location: Ames United States