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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 3pm

Croix Wealth Management

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United States
El Campo, TX
Croix Wealth Management

Guiding clients to live, give and leave their wealth with purpose for over 25 years. Financial planning should reflect that reality.

Money touches almost every part of life—family, business, future dreams, and even the everyday moments that matter most. For 25 years, individuals and families have relied on trusted guidance from us to help them turn their life savings into a steady paycheck, support meaningful causes, and build lasting legacies. Our focus is on clear, personalized advice that aligns with individual goals and val

ues—whether preparing for retirement, managing a business, or making big financial decisions. Life doesn’t stand still, neither should your financial plan. Staying informed and proactive helps clients navigate financial shifts with confidence. More than anything, relationships matter more than transactions. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Croix Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

05/25/2026

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their service and sacrifice will never be forgotten.

04/30/2026

Croix Wealth Management is proud to announce that J.J. Croix, CFP®, CPA has been named to the Forbes 2026 Best-in-State Wealth Advisors list. This recognition highlights the entire team’s dedication and our shared mission to help clients Live. Give. Leave. their wealth with clarity and purpose. None of this happens without the dream team who show up every day for our clients.

A big congratulations to all colleagues also recognized on this year’s list!

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

04/22/2026

Today we celebrated Susana’s special birthday! She’s the glue that holds us all together and we are so grateful for her dedication. May the rest of your day be filled with fun celebrations 🎉

Help us wish her a happy, happy birthday!

04/05/2026

What a glorious day! Enjoy celebrating the risen Christ with family and friends. Easter Blessings from Croix Wealth Management.

03/14/2026

Today we celebrate the birthday of J.J. Croix, founder and partner of Croix Wealth Management.

We are thankful for your leadership and for the level of care and service you consistently provide to our clients. Your passion for helping others plan for their future is something many truly appreciate and admire.

Join us in wishing J.J. another blessed and amazing year 🎉

02/02/2026

Today we celebrate 25 incredible years with
Kim Staff on our team!!!

When she joined us in 2001, we were kids raising babies. 25 years later, through every stage of life, Kim has been a steady partner: always dedicated, always committed, and always having our back (and our clients' backs) with genuine care and expertise.

Kim, your loyalty and commitment have transformed our work for the better every day. We are profoundly grateful.

01/17/2026

This week we celebrated the birthday of Melissa Guttenberger, Financial Advisor/ Partner Croix Wealth Management

Join us in wishing her another blessed and amazing year 🎉 May all your wishes come true Melissa 🎂

12/25/2025

“Today in the town of David a Savior has been born to you; he is the Messiah, the Lord.” Luke 2:11

Merry Christmas from Croix Wealth Management! May the peace of our Lord and Savior be with you and your families 🤍

12/23/2025

Croix Wealth Management Holiday Hours

12/17/2025

Croix Wealth Management was proud to support the annual Shop with a Cop community event alongside the El Campo Police Department 🛒👮🏼

Together with our generous clients and friends, we raised $11,300, which included a $5,000 match from Croix Wealth Management.

Thanks to these funds and other local contributions, 88 children in our community will enjoy a brighter Christmas! Each child had the chance to shop from their wish list with local law enforcement officers, creating memories and spreading holiday cheer✨

We feel honored to be part of this incredible initiative that brings joy and strengthens the bond between law enforcement and the families they serve. 💙

Raymond James is not associated with the above listed charitable causes

12/02/2025

“Spread Joy, Build Bonds – Support Shop with a Cop!”

Help Us Make a Difference!

We’re asking for your continued support for our local “Shop with a Cop” program through Friday, December 5. This initiative pairs local law enforcement with children in need for a holiday shopping experience—bringing joy, necessities, and building positive community connections.

Your donations make this possible! Every contribution helps create lasting memories and strengthens bonds between officers and youth.

👉 Donate today and be part of something special!

📍 Drop by your donation now until 12/5 to the Croix Wealth Management office located at: 601 E. Jackson St. El Campo. CWM pledges to make a matching contribution.

➡️ Please make checks payable to:
El Campo Police Department

Raymond James is not associated with the above listed charitable causes

Address

601 E Jackson
El Campo, TX
77437

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 3pm

Website

http://croixwealth.com/

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