Crosswalk Investment Advisory, Inc. -
 
 Crosswalk Investment Advisory, Inc.


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



Crosswalk Investment Advisory, Inc. "My Trusted Advisor" is your seasoned advisory for wealth accumulation and distribution.
 
Crosswalk Investment Advisory, Inc., provides fee-based wealth advisory services such as Comprehensive Financial Planning and Investment Management for individuals, business entities, non-profit organizations and institutions.
 
If your financial objectives are to:
  • achieve superior long-term results
  • control investment risk
  • utilize risk management
  • simplifying the financial side of your life
  • leave a legacy to your heirs  ...  we can assist you.

We do this by providing a holistic approach to obtain your objectives, though proper diligent management of all aspects of your financial situation. In 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.

Crosswalk Investment Advisory, Inc. exists to improve the lives of our clients and their beneficiaries by providing wise counsel, appropriate services within the confines of principled wealth management.

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





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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.