CrossPoint Wealth Partners
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
215 Wayles Ln Ste 200, Charlottesville, ...Phone Number
(434) 817-2567Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CrossPoint Wealth Partners
CrossPoint Wealth Partners, based in Richmond, VA, is an office of Northwestern Mutual that specializes in retirement planning. They create custom retirement income plans tailored to the unique goals of their clients, which primarily include physicians and pre-retirees. The firm employs a data-driven approach to wealth management, helping clients visualize the impact of their financial choices. Their mission is to empower clients to transition into retirement with confidence and peace of mind.Explore more
CrossPoint Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
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GC
Gina CunninghamMcgill Junge Wealth Management Partner & Chief Operating Officer
Company Profile Activity
Activity Insights
CrossPoint Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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CrossPoint Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CrossPoint Wealth Partners.
CrossPoint Wealth Partners Tech Stack
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CrossPoint Wealth Partners, based in Richmond, VA, is an office of Northwestern Mutual that specializes in retirement planning. They create custom retirement income plans tailored to the unique goals of their clients, which primarily include physicians and pre-retirees. The firm employs a data-driven approach to wealth management, helping clients v... Read More
