Broker Check

2600 Maitland Center Parkway Suite 340 Maitland, FL 32751

(407) 663-5020
info@crossoverpnt.com
Client Login

CROSS·O·VER 

noun /ˈkrôsˌōvər/

1. a point or place of crossing from one side to the other

Learn More

What We Do

Wealth planning anchored in long term relationships that encourage open and honest communication has been the cornerstone of what we do since 1999.

Learn More

Our Clients

We serve a select group of individuals and families, small business owners and small business retirement plans.

Learn More

Our Investment Approach

Our approach seeks to manage downside risk, with upside potential as a secondary objective

Learn More

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

They can be positive or negative, expected or unexpected - but for all us, there are specific times in our lives when financial circumstances dramatically change, and the impact is significant.

We call these Crossover Points - and helping you prepare for them is what we do.

Learn more
We are an independent wealth management firm near Orlando

We are an independent wealth management firm near Orlando

Learn more
Are you sure you know how to get to the finish line?

Are you sure you know how to get to the finish line?

Learn more
Are you working with a CFP? Just part of what makes us different

Are you working with a CFP? Just part of what makes us different

Learn more
<sup></sup>Publix Associates - what does Life After Publix look like for you?

Publix Associates - what does Life After Publix look like for you?

Learn more

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Have a question?

Thank you!
Oops!