Crossroads Capital Management Inc

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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.

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Last update: 2021-10-23 05:00:53

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