Croix Financial

At Croix Wealth Management, we understand that every individual and family has unique financial goals and objectives. That's why we take the time to understand your values, aspirations, and concerns. Our team of experienced financial advisors, led by J.J. Croix, Melissa Guttenberger, Kim Staff, Margarita Garza, and Susana Cruz, are dedicated to providing personalized financial solutions tailored to your specific needs.

Our Approach

Our approach is built on a foundation of expertise, knowledge, and commitment. We believe that your important financial affairs should only be left to those with proven expertise and the ability to apply it effectively in pursuit of your goals and objectives. Our team has the experience and knowledge to help you navigate the complexities of financial planning, investment management, and wealth preservation.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

• Retirement Planning: We help you create a personalized retirement plan that ensures you can live the life you want, on your terms.
• Portfolio Management: Our experienced investment managers will work with you to develop a customized investment strategy that aligns with your risk tolerance, goals, and objectives.
• Financial Planning: We provide comprehensive financial planning services that take into account your entire financial situation, including estate planning, tax planning, and charitable giving.
• Estate, Charitable Giving & Trust: We help you plan for the future of your loved ones and your legacy, while also minimizing taxes and maximizing the impact of your charitable giving.
• Longevity Planning: We help you plan for the long-term, ensuring that you have the resources you need to maintain your lifestyle throughout your retirement years.
• Education Planning: We provide guidance on saving for education expenses, including 529 plans and other college planning strategies.

Why Choose Croix Wealth Management?

With over 50 years of combined experience in the financial services industry, our team has the knowledge, expertise, and commitment to help you achieve your financial goals. We are dedicated to delivering exceptional service, tailored to your unique needs and objectives. Our goal is to provide you with the guidance, resources, and support you need to achieve financial freedom and live the life you want.