Our Story

Who we are

Learn more about our company and our history

CrossPoint Wealth is an independent, fee-only investment advisory firm, which utilizes a holistic approach to investment management and retirement planning.  This approach allows us to eliminate potential conflicts of interest that may arise when a firm or advisor is owned by a parent company or who offers proprietary, product-based investment solutions.  We provide objective, unbiased financial guidance based strictly on the needs, values, objectives, and goals of each client.

Founder and President

My Story

Scott Krase
CrossPoint Wealth

For 18 years I trained and educated financial advisors on how to build portfolios with a wide variety of financial products including mutual funds, ETFs and annuities.  I helped run seminars, dinner meetings, and one-on-one meetings for advisors with clients.

After years of training financial advisors, I came to a cross-point in my career; I could either continue my path of working with other financial professionals, spending my time at their dinner events and seminars, or I could run my own practice, share my industry knowledge and experience with investors, and most importantly, spend more time with my wife and two sons.

Ultimately, I knew investment management and retirement planning could be done a better way.  I firmly believe that the best way to share my vision was to create a firm dedicated to helping investors navigate the many crosspoints that we all face in our financial journeys.

Our core features

What makes CrossPoint Wealth unique

Fiduciary Responsibility

A fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. As part of a registered investment advisory firms, the professionals at CrossPoint Wealth are required by law to act in our clients’ best interests.

Transparent Compensation

You will always know what your costs are with us.  No commissions are charged for our services.  We are a fee-only Wealth management firm.

Low Costs

CrossPoint Wealth only uses investments with very low costs.  This approach provides our clients more value over a long period of time.