Crosby Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
Crosby Wealth Advisors

Personalized goal-based advice to help you feel more confident about your financial future.

  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our Approach

At Crosby Wealth Advisors we listen and understand our clients, their unique goals and what matters most to them. Through our compassion, knowledge and vastexperience, we lead clients on their journey through life to feel confident and empowered to help achieve financial security.

Who do we help?

We work with individuals and families that are advisor receptive and interested in achieving their financial goals.

How do we help you?

Financial plans are the foundation of our relationship and we are intentional in understanding what is most important to you. We don’t settle for the standard approach. We provide a customized comprehensive financial planning approach, that is simple to understand, allowing you to reassess annually and measure your progression toward your goals.

What makes us qualified?

Our advisors are compassionate and have passion for what we do. We are responsive and highly committed to our clients’ success and we use our extensive experience with recessions, bubbles, recoveries and economic booms to help provide effective financial advice.

What does it mean to you?

Clients can have more confidence, and trust that we can lead them on a path to help achieve their goals, maintain their lifestyle, and have a professional team engaged to help them along the way.

Honor to be recognized in Barron's

All of us at Crosby Wealth Advisors would like to congratulate Jeff Crosby on being named to the 2021 Barron’s Top 1,200 Financial Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Our videos

6 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)