Crosby Wealth Advisors - Ameriprise Financial Services, LLC

Crosby Wealth Advisors - Ameriprise Financial Services, LLC A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/28/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/27/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Back by popular demand! Please join Crosby Wealth Advisors for an encore complimentary webinar on June 2nd at 12:00PM PT...
05/26/2026

Back by popular demand!

Please join Crosby Wealth Advisors for an encore complimentary webinar on June 2nd at 12:00PM PT to help Microsoft employees understand their options with the buyout packages.

We will discuss critical considerations when faced with early retirement, and how to best approach this important and unexpected life change.

Learn more and register for this webinar at CrosbyEvents.com

Happy Memorial Day from the Crosby Wealth Advisors Team!
05/25/2026

Happy Memorial Day from the Crosby Wealth Advisors Team!

Last week, Jeff's daughter graduated from Seattle University Law School.Great work, Kathleen! 🎓Drop a comment below to c...
05/23/2026

Last week, Jeff's daughter graduated from Seattle University Law School.
Great work, Kathleen! 🎓
Drop a comment below to congratulate Kathleen on this huge accomplishment and wish her luck in her future law career!

Chris Stacey's son Logan placed first in the KingCo Pole Vault meet!Way to go, Logan! 🥇
05/22/2026

Chris Stacey's son Logan placed first in the KingCo Pole Vault meet!
Way to go, Logan! 🥇

05/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

Join us in wishing Jeff a very happy birthday! The team appreciates your drive, leadership and dedication to Crosby Weal...
05/20/2026

Join us in wishing Jeff a very happy birthday!

The team appreciates your drive, leadership and dedication to Crosby Wealth Advisors.

Enjoy your special day! 🎂🎉🎁

05/20/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Address

4055 Lake Washington Boulevard NE, Suite 200
Kirkland, WA
98033

Opening Hours

Monday 8:45am - 5:15pm
Tuesday 8:45am - 5:15pm
Wednesday 8:45am - 5:15pm
Thursday 8:45am - 5:15pm
Friday 8:45am - 5:15pm

Website

Alerts

Be the first to know and let us send you an email when Crosby Wealth Advisors - Ameriprise Financial Services, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category