MavenCross Wealth Advisors

Our Approach

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

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

 
 

Honored to receive recognition

We are proud that Jeff Roberts has been named to two industry publications' top advisors lists for:

Barron's Top 1,200 Financial Advisors, 2019

Forbes Best-in-State Wealth Advisors, 2019

The rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because Jeff truly enjoys helping his clients achieve their goals. Thank you to our clients for your trust and the continued opportunity to work with you.

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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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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)