Crosswind Strategies

Specialties

The ending of one of life’s chapters marks the beginning of new chapter; or in some cases an entirely new book. Most of us will do very little to prepare ourselves for these transitions; we’ll merely react.

At Crosswind Strategies, we encourage and assist in the preparation of expected and unexpected life events. However, if you’ve found yourself dealing with change, and did not have a plan in place, we welcome you to take part in our planning that specifically deals with life transitions.

Each of these transitions will require you to make immediate and long term financial decisions. Assembling your professional team with experience in these areas will greatly increase the likelihood of achieving your objectives and living the lifestyle with the prosperity and security desired by you and your family.

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History

Established in 2004.

Crosswind Advisory, the firm’s Investment Management arm, is a Registered Investment Advisor (RIA). It specializes in tailored solutions that are designed to deliver specific risk/​return characteristics that leverage resources across the capital markets. A full range of strategic, tactical and alternative investment solutions are offered. In addition to our insights, the intellectual capital of the firm includes the access we have to top strategists, economists and research.