WealthCrossing Email Formats

Financial Services • Richmond, Virginia, United States • 21-50 Employees

WealthCrossing Email Formats

WealthCrossing uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealth-crossing.com), used 36.8% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@wealth-crossing.com	36.8%
{last name}{last name}	doedoe@wealth-crossing.com	36.8%
{first name}{last name}	johndoe@wealth-crossing.com	26.3%

Key Contacts at WealthCrossing

Matt Weglarz

Director Of Operations

Andrea Broughton

Ceo And Founder

Nancy Cochran

Tax Director

Company overview

Headquarters	1001 Haxall Point, Suite 705, Richmond, Virginia 23219, US
Phone number	+18042371700
Websites	wealth-crossing.com sbkfinancial.com
NAICS	52
SIC	628
Keywords	Tax Planning, Education Planning, Executive Compensation, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Cash Flow Planning, Charitable Giving, Tax Strategies, Wealth Advisory, Family Wealth, Trust Advisory
Founded	2005
Employees	21-50
Socials

About WealthCrossing

At WealthCrossing, we specialize in bringing clarity and confidence to your financial life. Our mission is simple: connect all the financial dots—planning, taxes, and asset management—into one seamless strategy tailored to you. Picture this: a team that not only masters the technical side of wealth management but also understands how every decision impacts your everyday life. From optimizing tax strategies to aligning investments with your goals, we’re here to make your financial journey as smooth and rewarding as possible. What sets us apart? Our fiercely independent approach. At WealthCrossing, you’ll never encounter hidden agendas or product commissions—just transparent, personalized advice designed for your success. Strategic tax planning is one of our core strengths. Our experienced team knows how to help you preserve your wealth so you can use it where it matters most. With thoughtful conversations and an in-depth understanding of your unique vision, we craft plans that maximize after-tax returns and align with your long-term aspirations. At WealthCrossing, it’s about the whole picture—because every detail counts. Together, let’s turn your vision of financial success into a reality.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Senior

Partner

Employees by Department

WealthCrossing has 13 employees across 4 departments.

Departments

Number of employees

Funding Data

WealthCrossing has never raised funding before.

Frequently asked questions

WealthCrossing is located in Richmond, Virginia, US.

You can reach WealthCrossing at +18042371700.

WealthCrossing was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

WealthCrossing has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.