General Info

Our goal is to minimize the stress and help to maximize your success. For more than 30 years, James Crosson has helped individuals, companies and charitable organizations alike make decisions that create value and manage risk. He works with a broad range of clients and tailors his services to their investment objectives. Jim focuses on planning for life changes; such as: retirement, divorce, loss of a loved one, or asset sales. He can help make these transitions smooth with sustainable long-term strategies.