Cross Wealth Management

Cross Wealth Management Specializing in wealth management, we strive to be our client’s trusted advisor by building relationships.

For full disclosures, visit our website www.crosswealth.com

You've allocated your assets; you just may not realize it yet.
09/02/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
08/31/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
08/28/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
08/26/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Over age 50? You may be able to catch-up on retirement.
08/24/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

What actually happens when the U.S. government shuts down?
08/21/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/19/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
08/17/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
08/14/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
08/12/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Address

2619 Northridge Parkway
Ames, IA
50010

Website

Alerts

Be the first to know and let us send you an email when Cross Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Cross Wealth Management:

Shortcuts

Share

Category