CrossPoint Wealth is an independent, fee-only investment advisory firm, which utilizes a comprehensive approach to investment management and retirement planning. This approach allows us to eliminate potential conflicts of interest that may arise when a firm or advisor is owned by a parent company or who offers proprietary, product-based investment solutions. We provide objective, unbiased financial guidance based strictly on the needs, values, objectives, and goals of each client.
Who we are
Learn more about our company and our history
Founder and President
My Story
Scott Krase
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For 18 years I worked for other firms, built portfolios with a wide variety of financial products including mutual funds, ETFs, and annuities. I ran seminars, dinner meetings, and one-on-one meetings, but it wasn’t my own firm. I had a burning desire to free myself and truly be an independent, fiduciary advisor to my clients.
Maybe some of you understand how I felt, I came to a cross-point in my career; I could either continue my path of working with other financial firms, spending my time at events and seminars as an employee, or I could run my own practice, share my industry knowledge and experience with investors, and most importantly, spend more time with my wife and two sons.
Ultimately, I knew investment management and retirement planning could be done a better way. I firmly believe that the best way to share my vision was to create a firm dedicated to helping investors navigate the many “crosspoints” that we all face in our financial journeys.
In addition to my work with CrossPoint Wealth, I am a public speaker and financial educator for various corporations around the country and act as a mentor and coach for the Entrepreneur Program, IncubatorEdu.Org.
Tim Webb, CIO, CCO
Tim is the Chief Investment Officer and has been working as a Portfolio Manager and Advisor to Families and Institutions implementing financial planning strategies and market investment disciplines to help Clients build and maintain wealth and reach financial goals since 2003.
As Chairman of the Investment Policy Committee Tim is responsible for Portfolio Construction and Design, oversight of firm Quantitative and Qualitative Research, and the coordination and execution of the firms portfolio functions. As the firms Compliance Officer he is responsible for monitoring business activities and the Investment Advisor Representatives in accordance with SEC regulations.
Chris Chiu, CFA
Christopher Chiu, CFA is a portfolio manager with primary responsibilities in equity research, analysis, and portfolio management. Overall, he has more than ten years of investment experience.
Previous Experience and Education
Christopher is a member of the CFA Society of Chicago. As an undergraduate he studied political philosophy at Northwestern University and then pursued his master’s degree in finance from DePaul University’s Kellstadt Graduate School of Business. He also has a master’s degree in writing.
Specific Work Responsibilities
Christopher is currently a portfolio manager where he sits on the firm’s Investment Policy Committee. He is responsible for portfolio construction and design; asset allocation; and he oversees the research and valuation of individual equities in the portfolios. Aside from company research,
Chris has worked in the development of equity and option products. His interests include options theory and disruption theory.
George Tkaczuk, M.D., MPH
Dr. George Tkaczuk is a Portfolio Manager with responsibility for research/analysis and managing portfolios. He has 23 years of investing experience. In 2003 he professionally started managing equity, commodity futures and option accounts for clients. Through his experience, he has developed expertise in trading, research and technical analysis of macro and micro trends.
Previous experience and Education
George received his B.S. from the University of Illinois, his M.D. from American University of the Caribbean School of Medicine, and his M.P.H. from the University of Illinois School Of Public Health. George further pursued his interest in Finance & Economics at the University of Nevada Las Vegas Graduate School Of Business.
George’s market insight has put him in the financial media spotlight and he has been a frequent financial commentator for the CME Group in Chicago, First Business, Fox Business News, Bloomberg, CNBC, CNN, First Business, SKY News, BNN, and most recently a contributor to TradersExclusive.com
Specific work Responsibilities
He is responsible for research and managing portfolios. He works mostly with advisors and the investment team designing and selecting investments for our portfolios. George frequently writes market commentary at RCM and publishes a weekly market letter “In the Know”.
Video: Our Mission
Our core features
What makes CrossPoint Wealth unique
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Fiduciary Responsibility
A fiduciary is someone who manages the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. As part of a registered investment advisory firms, the professionals at CrossPoint Wealth are required by law to act in our clients’ best interests.
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Transparent Compensation
You will always know what your costs are with us. No commissions are charged for our services. We are a fee-only Wealth management firm.
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Low Costs
CrossPoint Wealth only uses investments with very low costs. This approach provides our clients more value over a long period of time.