Crossvine Private Wealth

10/10/2026

Happy 6th Anniversary, Abigail & Chance!

Six years of love, laughter, adventures, and building a beautiful life together—what an incredible milestone!

Here's to all the memories you've made over the last six years and the many more waiting to be written. Wishing you both a day full of love and a future full of happiness!

10/06/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

10/03/2026

Happy Birthday, Kraig!

If there's a joke to be told, a laugh to be shared, or a smile that needs bringing, you can count on Kraig to lead the way.

Thank you for keeping us laughing and reminding us not to take life too seriously.

Join us in wishing Kraig a very happy birthday and an incredible year ahead!

09/29/2026

The future of financial planning begins with opportunity.

Last week, our team visited Texas Tech University School of Financial Planning to meet students ready to build something meaningful and talk about what a career in the financial industry can look like.

Through our Advisor Apprentice Academy, we’re doing more than filling a position—we’re investing in ambitious, curious people who lead with character and are passionate about serving others.

Real experience. Real mentorship. A real path forward.

We believe great advisors aren’t simply hired—they’re developed. And every great career starts with a conversation.

Texas Tech, thank you. We’ll see you again soon!

09/25/2026

New Building Update!

The stonework is now making its way across the exterior of our new home, bringing another layer of the vision to life.

Progress you can see. A place designed for what's ahead.

09/24/2026

Yesterday, the Crossvine team had the privilege of representing our firm at the BBB Fall Toast Luncheon.

Last year, we were honored with the BBB Torch Award for Ethics—a recognition that means a great deal to us because ethical standards aren’t something we aspire to or even try to be better at… at Crossvine, they're simply non-negotiable. Ethics are the core of how we work, how we serve, and how we show up for the people who trust us.

This year, Jared Coats, our Director of Branding, took the stage to share what those standards mean at Crossvine and why we could never operate in any other way. Then, he got to pass the proverbial torch by presenting the 2026-2027 Torch Award for Ethics winners and celebrating the organizations committed to doing business the right way. Meeting each winner and capturing those moments was a highlight of the day.

Our team is incredibly proud to be part of a tradition that recognizes something we believe deeply in - Doing the right thing isn’t a distinction we strive to earn, but the standard on which everything else is built.

Thank you to BBB Dallas, Lubbock, Wichita Falls for hosting an incredible event!

09/17/2026

We’re hiring! Crossvine is looking for Interns!

This role supports all departments and offers the opportunity to support our team, while learning office operations. Great for students or anyone looking for part-time office experience.

To apply, please email your resume to [email protected]

09/16/2026

Happy 2nd workiversary, Nazary!

Today we're celebrating two years of Nazary being part of the Crossvine team! Her hard work, dedication, and positive attitude have made a lasting impact, and we're grateful for all she brings to our office each day.

09/15/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then we can help you get started.

Talking about money with friends and relatives can be hard, but the benefits are proven. Here’s how to get started.

09/14/2026

Happy 6 year Workiversary, Teri!

Your work ethic, dedication, and ability to keep everything moving forward never go unnoticed. You’re the definition of dependable and someone the whole team can count on no matter what the day brings.

Thank you for all that you do!