Climb Every Mountain
It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
Every action we take is based on our data-driven, 3-step process.
Personal and data-driven analysis is the foundation for everything we do.
Individualized strategies ensure that your goals are always a priority.
Our comprehensive financial management means we're ready to address your every need.
We are Crossroads Capital Management, an independent financial firm in Bellevue, WA. We have more than 50 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to the scope of services we offer. Instead, we provide the highest quality education on the choices available to you. We focus on really getting to know you and your situation, so we can build the right strategy while meeting all of your risk tolerance and time horizon needs along the way. When at the Crossroads of your financial future, rest assured that we are here to help you succeed and climb every mountain...
Create a uniquely tailored investment strategy that’s right for you.
Steps to consider, to pursue the retirement you’ve dreamed and worked for.
Manage your affairs in the manner you desire during your lifetime and beyond.
We create strategies that are tailored to your needs and goals.
We look forward to helping you and your loved ones explore their financial goals.
Years of experience have prepared us to guide you through your life transitions.
Over the past 20 years, we have been helping people understand the retirement and investment planning landscape. With a focus on individualized, tailor made investment strategies, we’ve helped people just like you explore their goals – and in many cases, achieve them.
Curated articles, videos, and more for a financially savvier you.
Is a SEP-IRA Right for Your Business?
Four Steps to Valuing an Estate
Eight Mistakes That Can Upend Your Retirement
Finding the Balance
Retirement and Quality of Life
“The fundamental law of investing is the uncertainty of the future”
- Peter Bernstein
“History doesn’t repeat itself, but it often rhymes”
- Mark Twain
“Risk comes from not knowing what you are doing”
- Warren Buffett
“Emotion is usually the key difference between market returns and what individual investors achieve”
- Joshua Swayne
Client Services/Compliance Manager