Suttle Crossland Wealth Advisors, LLC
Suttle Crossland Wealth Advisors specializes in financial planning and investment management for people in transitional periods of life. Our focus is to help alleviate the stress and uncertainty many people find transitioning from working to retirement, transitioning from school to career or an early-professional services field, such as doctors or attorneys, and clients going through sudden life events.
We find that many clients, when faced with transitional periods, have to make many unique decisions for the first time in their lives. At Suttle Crossland, we believe that going through the financial planning process allows for our clients to gain insight from more than 30 years of combined experience in guiding clients through these most sensitive of times. The financial planning process involves working with our clients and other professionals, such as attorneys and accountants, to build a cohesive and integrated strategy centered around the client’s goals, risk profile, legacy vision and portfolio.
Suttle Crossland engages with clients in a number of flexible ways. As a fee-only planning team we can accommodate clients with concerns regardless of asset levels. We can manage your investment portfolio for you, but we also realize many clients going through transitions may not have assets to manage and may simply want a financial plan providing the ability to manage their investments themselves and gain insight.
We welcome all inquiries and look forward to partnering with clients to help them through whatever challenges they may encounter.