Background and qualification information is available at FINRA's BrokerCheck website.
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalizedrecommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
All of us at MavenCross Wealth Advisors®are thrilled to announce that Jeff Roberts has been named to three industry publications' top advisor lists:
These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. Congratulations to Jeff! We're proud to work alongside you to help our clients achieve their financial goals.
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As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)
Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)
Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)
See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
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.
Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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We look forward to helping you achieve your financial goals.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. We will be notified of your referral but will not receive your friend's contact information.
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We will only contact your referral if they request a consultation through our website or call our office.
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