CrossPoint Wealth Partners is a financial planning and wealth management practice serving clients from offices in Richmond and Charlottesville, Virginia. Using an integrated, academic approach, the firm helps people prepare for and navigate retirement, with an emphasis on simplifying financial decisions and aligning plans with personal goals. Its process begins with an in-depth discovery conversation, followed by quantitative analysis to identify potential blind spots and develop a plan. Clients can then explore how changing choices may affect their financial possibilities over time.

The practice highlights support for physicians and pre-retirees, including guidance related to UVA and physician group benefits. Its stated aim is to help clients protect what they have built and shape the next stage of life, whether that means pursuing new work, hobbies, or time with loved ones. The team’s representatives offer investment advisory and brokerage services, as well as insurance products, through appropriately licensed Northwestern Mutual entities. CrossPoint Wealth Partners is a marketing name used by those representatives, not a separate registered investment adviser or broker-dealer.