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2600 Maitland Center Parkway Suite 340 Maitland, FL 32751

(407) 663-5020
info@crossoverpnt.com
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CROSS·O·VER 

noun /ˈkrôsˌōvər/

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

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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.

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Our Clients

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

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Our Investment Approach

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

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When Markets React

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

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We are an independent wealth management firm near Orlando

We are an independent wealth management firm near Orlando

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

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

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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

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

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

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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.

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