Crosswalk Investment Advisory, Inc.

Welcome

Today's Financial Decisions Affect You and Your Loved Ones Tomorrow ...

 

At Crosswalk Investment Advisory, Inc. "My Trusted Advisor" we strive to help our clients attain financial freedom. It is our goal is to help you achieve superior long-term results, while seeking to control investment risk, utilize risk management and simplifying your financial lives. The result: a client-centric strategy that enables you to focus on generating income, creating wealth and optimizing your time... the essential components in achieving one's life dreams and creating a legacy for your heirs.

 

Crosswalk Investment Advisory, Inc., provides fee-based wealth advisory services through Crosswalk Investment Advisory Inc. such as Comprehensive Financial Planning and Investment Management for individuals, business entities, non-profit organizations and institutions. Crosswalk offers the combined experience of 35 plus years in the financial industry.

 

We provide a holistic approach to managing all aspects of our clients' financial situations. By doing so, we can exploit the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if appropriate.

 

We recognize that our clients' unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to manage financial risks in order to securely transfer money and a legacy to their loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.

 

Crosswalk Investment Advisory, Inc., works towards achieving a specific rate of return for our clients, while very important, is nevertheless subordinated by understanding your financial and long-range objectives. We listen very closely to you, serving as your financial stewards.   As an independent financial advisor, Crosswalk Investment Advisory, Inc. works directly for you.

 

Crosswalk Investment Advisory, Inc exists to Improve the Lives of  its Clients and Their Beneficiaries by Providing Wise Counsel, Appropriate Services and Products within Principled Wealth Management.

 

Based in Lancaster, Pennsylvania, Crosswalk Investment Advisory, Inc. has been registered with the Pennsylvania Securities Commission since 1999.

Important Disclaimers

Crosswalk Investment Advisory, Inc. is currently registered to transact financial advisory business in Pennsylvania.  Crosswalk Investment Advisory, Inc. may transact business in any other state if excluded from registration, exempted, or becomes registered, according to state investment advisor requirements.  We will strive to immediately follow-up with individualized responses to persons in other states involving effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made absent compliance with particular state registration requirements or an applicable exemption or exclusion.  This web site contains a mechanism, including and without limitation, technical "fire walls" or other implemented policies and procedures, designed reasonably to ensure that prior to any subsequent, direction communication with prospective customers or clients, Crosswalk Investment Advisory, Inc. is first registered with the appropriate state, or qualifies for an exemption or exclusion from the requirement.  This web site does not involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation over the internet, but is limited to the dissemination of general information on products and services.

Crosswalk Investment Advisory, Inc. will register in each state where we get as many as five clients according to SEC rules.

Nothing in this web site is an offer or solicitation to buy or sell securities, or a recommendation of any particular security.

Everything in this web site should only be considered in the context of all local, state, and federal laws, including securities laws, and applicable only where allowed by those laws, and otherwise ignored.

Crosswalk Investment Advisory, Inc. strives to be a good neighbor; the kind of neighbor who is will care for and watch over their neighbors, with integrity and courtesy. If we can not help you directly, we will attempt to help you secure the services you require, refer you, or provide you with some alternatives.

 
Thursday, August 28, 2008

Important Disclaimers

Crosswalk Investment Advisory, Inc. is currently registered to transact financial advisory business in Pennsylvania.  Crosswalk Investment Advisory, Inc. may transact business in any other state if excluded from registration, exempted, or becomes registered, according to state investment advisor requirements.  We will strive to immediately follow-up with individualized responses to persons in other states involving effecting or attempting to effect transactions in securities, or rendering personalized investment advice for compensation, will not be made absent compliance with particular state registration requirements or an applicable exemption or exclusion.  This web site contains a mechanism, including and without limitation, technical "fire walls" or other implemented policies and procedures, designed reasonably to ensure that prior to any subsequent, direction communication with prospective customers or clients, Crosswalk Investment Advisory, Inc. is first registered with the appropriate state, or qualifies for an exemption or exclusion from the requirement.  This web site does not involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation over the internet, but is limited to the dissemination of general information on products and services.