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San Diego Magazine /  February 2009 /  FIVE STAR Wealth Managers /  Crosswind Team

Crosswind Team

Business Prosperity … Family Security

• Building business value
• Comprehensive wealth management

Specializations and Designations: Business Consulting, Certified Financial Planner, Chartered Financial Consultant,
Real Estate Broker

How are you accumulating wealth? (Are you!?) Have you considered how others have accumulated wealth? The majority of this nation’s wealth has been accumulated through ownership of businesses or real estate. Do your advisors help you increase the value of your company? Do they provide recommendations on how to acquire, structure, exit or transfer your real estate?

Crosswind Strategies was formed by a team of professionals to address these very questions — to help business owners increase the value of their businesses and to use this wealth to provide family security in a tax-efficient way. Our ability to provide both business and family advice with equal competence makes us unique in the industry. We have owned businesses, bought them, sold them and now assist others.

We have deep experience in crafting strategies to provide family security through income and estate tax planning, asset protection, real estate design and asset management. The art of our process comes with understanding the overlap between business and family, identifying the associated stresses and benefits, then developing the integrated business and personal plan.

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Crosswind Strategies

3655 Nobel Drive, Suite 350 • San Diego, CA 92122
Office: (858) 453-5100
www.crosswindstrategies.com

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Securities and advisory services offered through United Planners’ Financial Services of America – Member FINRA, SIPC