LaCross Financial Advisors

Experienced Guidance for Wealth Management and Financial Security

LaCross Financial Advisors is a Boston-based private wealth management services company founded in 2016 by brothers Jeff and Richard LaCross. We offer an integrated tax aware approach to financial management, including personal accounting, tax services, and estate planning. With over 47 years combined experience, we are committed to steering clients on the path to financial freedom and confidence.

Our Expertise

Our team of experienced professionals possesses deep expertise in:

• Personal Accounting: Comprehensive accounting services tailored to your individual needs and goals.
• Tax Services: Comprehensive tax planning and compliance solutions designed to minimize your tax burden.
• Estate Planning: Developing and implementing estate plans that meet your unique requirements and goals.

Tailored Financial Solutions

We understand that every client is different. That's why we take the time to understand your unique needs, goals, worries, and expectations. We provide a streamlined information gathering process and clearly communicate costs, potential and realized returns, risks, and opportunities upfront.

Our Approach

We believe in providing:

• Personalized Attention: A dedicated team works closely with you to understand your goals and provide tailored solutions.
• Transparency: We provide clear and concise information about our processes, fees, and potential outcomes.
• Long-Term Strategies: We take a holistic approach to planning for your financial future.

Who We Serve

We work with:

• Affluent individuals
• Business owners and entrepreneurs
• Family offices
• Professionals in all industries

Our Commitment

Our clients are at the heart of everything we do. We are committed to building strong relationships and providing exceptional client service. We are dedicated to:

• Empowering you: We provide you with the knowledge and tools you need to make informed financial decisions.
• Communicating clearly: We explain complex financial concepts in easy-to-understand language.
• Collaborating with you: We work with you as partners to achieve your financial goals.

Start Your Financial Journey Today

Contact LaCross Financial Advisors today and schedule a consultation to discuss your individual needs and explore how we can help you achieve your financial goals.