Crossroads Capital Management Inc

Latest businesses

Wichita Physical Therapy Group

The Best Physical Therapy Clinic in Wichita, KS. Seeing a physical therapist now instead of later might save you a lifetime of pain. Don't wait.

Centro Kumon Fátima

En el Centro Kumon Fátima estamos plenamente dedicados a desarrollar el máximo potencial de cada alumno de forma individual.

Juno Medspa

Everyone deserves to feel beautiful inside and out. When you want to look and feel your best, visit Juno Medspa. We are a med spa in Cincinnati, OH, that can help you feel gorgeous and look completely new. Our new facility makes the experience of getting medical beauty services as…

Outback Steakhouse

Coming Soon!

Spencer Hardwood Flooring Enterprise

Spencer Hardwood Flooring Enterprise has been owned and operated since 1970. We strive to make our clients happy, and the same level of customer service we would expect to receive, we aim to provide. Let us start your flooring project today! * Saturday & Sunday by appointment only *

Amazing Lash Studio

The moment you set foot in one of our Amazing Lash Studio in Jacksonville, FL, you know you are in the right place. Our contemporary studio designs welcome you with a bright, comfortable lobby where you will complete some initial documentation to help your stylist customize your style. You will…

LAVO Ristorante

LAVO Ristorante is a 250-seat coastal Italian restaurant designed for an unparalleled, year-round alfresco dining experience. The restaurant offers an elevated indoor and outdoor dining experience while boasting a spacious sun-drenched dining room with a retractable roof and luxurious Italian furnishings throughout. The kitchen is helmed by Chef Ralph Scamardella,…

Victoria Panelli-Ramery, MD

Dr. Panelli-Ramery received their medical degree from Ponce School of Medicine and Health Sciences in 1996. They are an employed provider at Ochsner Lafayette General and specialize in Hematology Oncology.

Madelaine Fontenot, MD

Dr. Fontenot has experience in preventative care and complex chronic illness. When she isn’t working, she enjoys baking, reading historical literature and spending time with her family.

Paulette Blanchet, MD

For Dr. Blanchet, accessibility is a number one concern. That's why she believes in patient care close to home.  With the help of New Iberia native Sydney Jo LeBlanc, NP, Dr. Blanchet works to deliver care with a personal touch. This is why we are proud to add her to…

Hristo Shivarov, MD

Dr. Hristo Shivarov is a physician in Pascagoula and specializes in Nephrology.
View more
Crossroads Capital Management Inc
2131 Palomar Airport Rd, Ste 300 | Carlsbad, 92011

More information about Crossroads Capital Management Inc

Crossroads Capital Management (CCM) is an independent fee-based Registered Investment Advisory (RIA) firm located in Carlsbad, California. We approach our work from a relationship based model not a transactional model. We provide comprehensive, cohesive and consistent financial, estate and tax planning solutions designed around a Team Based Wealth Management(TBWM) structure. Team Based Wealth Management is a philosophy and a structure. It combines the best of three professions - a financial advisor, an estate and tax attorney and a tax return specialist - all in one location. This type of planning provides the best opportunity for the client to maximize return on investment, increase tax benefits and reduce conflict across legal documents, saving our clients time and money.Who is Crossroads Capital Management, Inc.?Crossroads Capital Management(CCM) is a fee-based Registered Investment Advisory(RIA) firm located in Carlsbad, California. Co-Founders Dan V. Dague and Richard A. Gaines bring over 25 years of wealth management experience to their work with multiple industry degrees and licenses including a Judicial Doctorate, Master of Laws in Taxation, Investment Advisor Representative (IAR) and Chartered Senior Financial Planner (CSFP).Dan and Richard are respected practitioners who have worked with hundreds of individuals and families. They are Southern California natives and along with their families are long time North County residents. What do we do? We provide comprehensive, cohesive and consistent financial, estate and tax planning solutions designed around a unique Team Based Wealth Management structure. Our clients seek our guidance and assistance with their financial affairs in retirement, estate and tax planning, or bringing investment portfolios into alignment with present goals and objectives. We have a special expertise in advanced IRA planning. Who can benefit from our services? Our clients typically are between the ages of 40 and 70, own a home, have a family and have investments in excess of $500,000. They want to plan prudently for their financial future while simultaneously receiving the benefits of a financial advisor and tax attorney. Why choose Crossroads Capital Management? From the moment you walk through our door, we want you to have a unique experience. We enjoy building long-lasting meaningful relationships and making Wealth Management Planning fun and interesting in a high-touch boutique service environment. We have a unique Team Based Wealth Management philosophy and structure. We donate 2% of our fees to a charity of the clients choice.

Crossroads Capital Management Inc Carlsbad address and phone

Shared this post
Last update: 2021-10-23 05:00:53

Crossroads Capital Management Inc additional information

Ad without images

Be the first to share pictures of this company in iGlobal!
Add images

Share your experience!


    Thank you for your contribution. Your review will be published shortly.
    See the reviews and comments about this business

    Crossroads Capital Management Inc related companies

    Bail Carlsbad

    Bail Carlsbad is offering bail bond, bail bonds, bail, bail service, bail bond service in Carlsbad,...

    Accounting Consulting Group

    Accounting and Consulting Group offers skilled professionals for a variety of accounting services....

    Jay W. Brandenburg - Attorney At Law

    Welcome to the Law Office of Jay W. Brandenburg located in Carlsbad, California. We are a boutique...

    Kaloogian & Fuselier Llp

    Our legal team has combined its experience and knowledge to assist you with any kind of case or...
    See similar businesses

    Add images

    Add up to 4 images

    Maximum size: 2MB per image
    Supported formats : .jpg - .gif - .png
    Images uploaded successfully
    Images will be moderated before publication

    Contact this business :: Crossroads Capital Management Inc

      The email was sent successfully