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Crossgate Wealth Advisors, LLC jobs and careers

United States

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About Crossgate Wealth Advisors, LLC

Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.

ConsultingFinancial ServicesWealth Management
Founded
2001
Employees
1 to 10
Headquarters
United States

Leadership

The top of Crossgate Wealth Advisors, LLC's org chart, with how many people report into each leader.

JRPhoto of John Rea

John Rea

President

Jobs at Crossgate Wealth Advisors, LLC

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