Captain | Service Commitment | St. Croix Wealth Management

Now in the Captain seat, you have accumulated your family wealth and looking to grow, preserve and position those assets to transfer efficiently to future generations. Your Financial GPS will give you a visual path for your assets and options to maximize your legacy.

Personal Financial Website
Financial GPS

Comprehensive Retirement Planning with

Pension Maximizer
Social Security Income Maximizer
Reliable Income Stream

Major Goals/Expenses Planning
Estate Planning
Tax Planning
Executive Compensation Planning
Educational Planning
Charitable Contribution Planning
Risk Assessment
Long Term Care Planning
Budget Planning

Account Aggregation
Digital Vault
Estate Review
Life Insurance Review
Asset Position Analysis
Customized Portfolio Strategies

Unified Managed Account Portfolio
Quarterly Portfolio Analysis
Concierge Service with external professionals
Monthly Newsletter
Weekly Market Updates

We will track our progress quarterly and update any changes or goals in your Financial GPS and set expectations for the upcoming three months.