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.
OUR THREE-STEP PROCESS
Every action we take is based on our data-driven, 3-step process.
OUR SERVICES
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...

Our History
Years of experience have prepared us to guide you through your life transitions.
We're here for you!
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.
Helpful content
Curated articles, videos, and more for a financially savvier you.

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