Cruise & Associates is a comprehensive wealth management firm. We offer a variety of services ranging from wealth management to estate planning. We are committed to building long term relationships with our clients while helping them navigate and manage all the unexpected changes that life, and the economy can throw at us.
Robert Cruise brings a great deal of wealth management experience to the table, when you combine that knowledge with our knowledge in the income tax and accounting laws. Our goal is to provide you with a personalized financial strategy that can provide potential tax benefits.
Our wealth management department works with a broad and diverse group of clients, both individual and businesses. Please see the lists of services we offer below.