Crosby Wealth Advisors - Ameriprise Financial Services, LLC

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

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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.
06/02/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/29/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

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! 🥇

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

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