Wealth Management And Financial Services

Cross Wealth Management is an independent wealth management and financial services helping individuals and businesses in our community reach their financial goals.

Who We Are

Get to who we are and where we came from.

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What We Do

Learn about what ‘walking beside you’ really means.

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Why Us?

There are a lot of advisors out there, what makes us the right choice?

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Our Team

Terry D. Cross President

Investment Adviser Representative

515-233-3905

tcross@crosswealth.com

Maeann Unser

Individual Account Operations Associate

515-233-3905

munser@crosswealth.com

Dani Duns

Group Account Operations Associate

515-233-3905

dduns@crosswealth.com

Schedule a meeting today

Contact

Blog

Investment Strategy: Where You Are Now vs. Where You're Headed

Terry Cross | Feb 28, 2023

Organization Tips to Help Take Time off Taxes

Terry Cross | Feb 21, 2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Terry Cross | Feb 14, 2023

Walking beside you through your financial journey.

There are a lot of advisors out there, what makes us the right choice?

Who We Are

What We Do

Why Us?

Our Team

Terry D. Cross President

Maeann Unser

Dani Duns

Schedule a meeting today

Blog

Investment Strategy: Where You Are Now vs. Where You're Headed

Organization Tips to Help Take Time off Taxes

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Office

Contact Info

Get in Touch