Today’s economic environment presents many challenges. With these challenges, however, comes opportunities and potential reward for those who can identify long-term trends.
Whether your facing retirement – or looking to better understand certain investment ideas – we can help you address your most pressing money and economic questions.
Our first priority is your overall financial success. We want to learn more about you and your personal situation, identify your goals and dreams, and understand your tolerance for risk and portfolio volatility. Long-term relationships that encourage open and hones communication have been the cornerstone of Dismy foundation of success.
Our site is fille with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal financial. As you explore our website, send me a note regarding any questions you may have about any particular investment concept or product. We’ll get back to you quickly with a thoughtful answer.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where my firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.
As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.
For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams.
Joshua Swayne
President
(425) 453-4636
josh@crossroadscapitalmanagement.com
Joshua D. Swayne is President and founder of Crossroads Capital Management, Inc. Josh began his career at Wells Fargo Investment in their Private Client Services department. At Wells Fargo, Josh was the financial consultant tasked with...
Rick Glucksman
Client Services/Compliance Manager
(425) 453-4636
rick@crossroadscapitalmanagement.com
As the Client Services/Compliance Manager with Crossroads Capital Management, Inc. since 2012, Rick brings more than 25 years of customer service, operations and compliance experience to the firm. Prior to joining Crossroad Capital...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.