CrossGen Wealth
(252) 262-7301
905A Conference Drive, Greenville, North Carolina, 27858
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
About us
CrossGen Wealth is an independent Registered Investment Advisor (RIA) based North Carolina. We specialize in helping families, business owners, and retirees achieve financial clarity and confidence through personalized planning, investment management, and legacy strategies. Our mission is to empower clients to build, preserve, and transfer wealth across generations. As fiduciaries, we provide transparent, goal-focused guidance designed to protect your future and create lasting impact for your family and community
| Tags | investment management, investments, financial planning, financial planner, business exit planning, estate planning |
| Services | Financial Planning, Estate Planning, Business Exit Planning, Investment Management |