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.
*Services are offered by Robert F. Cruise through H. Beck, Inc.
There are risks involved with investing, including possible loss of principal. Investments will fluctuate and maybe worth more or less than when originally purchased.
The information contained in this article is not intended to constitute legal, accounting, tax, investment, consulting or other professional advice or services. For specific information that applies to your circumstances you should consult a qualified tax advisor. In accordance with IRS Circular 230 Disclosure, and to ensure compliance with requirements imposed by the U.S. Internal Revenue Service, we inform you that any tax advice contained in this article was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of (1) avoiding tax-related penalties under the U.S. Internal Revenue Code or (2) promoting, marketing, or recommending to another party any tax-related matters addressed therein.