How are you accumulating wealth? Are you? Have you considered how others have accumulated wealth? The majority of this nation’s wealth has been accumulated through ownership of privately held business or real estate.
Crosswind Strategies was formed by a team of professionals to address these very questions and to create a Financial Architecture to bring business and personal financial planning together. With extensive experience in business turn-around and private capital markets, we help business owners and real estate investors achieve Business Prosperity. With extensive tax, asset protection, estate planning and investment experience, we help provide their clients peace of mind and Family Security. The science is in integrating prosperity and security. The art is in understanding the many nuances of the family dynamic and in helping discover vision, values and goals for our clients and to prepare future generations to be good stewards.
Crosswind Advisory, the firm’s Investment Management arm, is a Registered Investment Advisor (RIA). It specializes in tailored solutions that are designed to deliver specific risk/return characteristics that leverage resources across the capital markets. A full range of strategic, tactical and alternative investment solutions are offered. In addition to our insights, the intellectual capital of the firm includes the access we have to top strategists, economists and research.
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Phone: 858-453-5100 Email: <http://www.privatedaddy.com?q=bEhGVW9sWlhpCjN9Q3pwOhR1cUxSGFJuEFRAQk5ieQ-3D-3D_19>