Cross Henderson & Associates mission is to give clients peace of mind through a holistic approach to managing their full financial picture. Some of the areas we focus on are cash flow analysis, liability management, and exploring clients short term and long term goals such as starting a business, purchasing a home, family vacations, college planning, retirement income analysis, and estate planning. Every client has a unique situation specific to them and their family. Our responsibility is to uncover as much information as we can and then build each client a plan that is specifically tailored to them so we can track and monitor their progress towards reaching their goals. The basis of our planning centers on asset allocation with a focus on risk management. Through regularly scheduled reviews, we monitor our client’s portfolios to see if we are on track to reach their goals in the most prudent way possible. One of the benefits of being a member of Platinum Wealth Partners is that we offer truly independent advice and are free of those conflicts typically found in traditional brokerage firms. This allows us to view the financial lives of our clients more completely, more effectively and without distraction. Free from the obligation of selling for the firm or from reaching an annual sales goal, we can put considerably more focus on client interests and on building a rewarding advisory practice.
David joined Platinum Wealth Partners in 2012 and he brings over 10 years of experience in the financial industry. After graduating from the University of Central Florida with a major in Finance and a minor in economics David began working for a larger regional Broker Dealer in St. Petersburg as well as 6 years as a Financial Advisor with Merrill Lynch.
David lives in St. Petersburg, FL with his wife Carrie and two children, Reilly and Shane. David spends his free time with his family and friends, from coaching sports to enjoying what Florida has to offer.
Alex joined Platinum Wealth Partners in 2012, he brings over 10 years of experience in the financial industry. After leaving the US Army in 2001, Alex joined a Large Regional Bank before becoming an Advisor with Merrill Lynch in 2005, until joining Platinum Wealth Partners.Alex lives in Lakewood Ranch Florida with his wife Melissa and two children, Avery and Finley.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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