Get the Tax Aware EdgeLaCross Financial Advisors is committed to your success. Based in Boston, MA, we work with clients worldwide. With a wealth of experience in tax planning and personal accounting we take the guesswork out of private wealth management, helping you grow and save smart.
One Team for all of your Financial Planning NeedsAt LaCross Financial, family comes first. Brothers Jeff and Richard have over 45 years experience between them, combining a portfolio of strengths in personal wealth and tax management services. Together we promise personalized attention and service that caters to your success.
Why LaCross Financial?
A Transparent Process
LaCross Financial wants to better understand your concerns, goals, fears, and expectations. We provide a streamlined information gathering process and build trust by clearly communicating costs, potential and realized returns, risks, and opportunities up front.
Short and Long-Term Strategies
Every action made in your financial picture produces a reaction. LaCross Financial helps clients understand the costs, benefits, and potential opportunities of their financial decisions. We look out for opportunities that can benefit and protect you today and down the road.
An Integrated Tax Aware Financial Plan
LaCross Financial provides integrated, smart financial management complemented by a wealth of tax planning expertise. We navigate through the vast array of confusing and often contradictory information on financial management trends to get the information you need.
We work with affluent individuals, business owners, entrepreneurs, private partnerships, nonprofits, family offices, and professionals in all types of industries – dynamic, innovative people who are contributing in their careers and their lives. People like you.
LaCross Financial Advisors was founded to provide what we saw lacking in larger operations: personalized attention from a small team of financial and tax experts.
Through our own family and work demands we recognize just how valuable your time is. The financial and tax advice you receive from LaCross will be customized to meet your life goals, giving you the freedom to focus on family and the things that are most important to you.
-- Jeff and Richard LaCross