SEC CRD #801-64185
WealthCrossing - Fee-only Financial Advisors, Planners, Tax Investing in Richmond Pull Up a Chair Pull Up a Chair Menu WealthCrossing. Creative. Insightful. Approachable. (in other words, not your typical financial advisors.) Let's Start a Conversation You may have seen us in Forbes America’s 2025 Top RIA Firms Ranking CNBC America’s 100 Top Financial Advisory Firms Ranking Financial Advisor Magazine’s Annual 2025 Survey and Ranking Financial Planning’s Best RIAs to Work For in 2025 Forbes America’s 2025 Top RIA Firms Ranking CNBC America’s 100 Top Financial Advisory Firms Ranking Financial Advisor Magazine’s Annual 2025 Survey and Ranking Financial Planning’s Best RIAs to Work For in 2025 *No compensation was provided to obtain or market the above awards and/or recognitions. Awards and rankings disclosures found here. Our mission Making your financial journey smoother and more enjoyable At WealthCrossing™ , we seamlessly connect all the financial dots—from planning and taxes to asset management. Picture having a team that not only understands the technical details but also appreciates how they affect your daily life. We take the lead, making your financial journey smoother and more enjoyable. Whether it’s optimizing tax strategies or aligning your investments with your future goals, we’re in this together. With WealthCrossing, pre-retirees , retirees , changemakers, and multi-generational families can confidently make financial decisions knowing we’ve got your back. Learn mo
CA PELOS
CHIEF COMPLIANCE OFFICER
📞 (804) 237-1700
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AUM
$1.5B
Location
RICHMOND, VA
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