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Helping all people navigate their financial journey

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Are you on track to reach your financial goals? 

At St. Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like in an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives.

The advice needs of our clients will change over the course of their lives. St. Croix Wealth Management has three client engagement options – Navigator, Co-Pilot and Captain – that provide clients with solutions and guidance throughout their ever-changing life stages.

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Navigator

Individuals or families just starting out on their financial journey.

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Co-Pilot

Nearing retirement and important decisions to make.

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Captain

Accumulated your family wealth and are near or at retirement. 

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