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.
Who we are
Learn more about our company and our history
Founder and President
Scott KraseCrossPoint 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
- 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.