Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James-Cross

    J. Bradford Cross

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • KY
    • MA
    • MI
    • MO
    • NC
    • NY
    • OH
    • RI
    • TX
    • VA
    • WA
    Brad began his career as a financial advisor in 1989 with Merrill Lynch. He has since joined UBS after 22 years at Merrill. Brad is a series 7 registered representative and holds the Certified Retirement Planning Consultant (CRPC) designation. He realizes that managing risk while investing appropriately to meet financial goals can often be at odds, so he helps clients emotionally handle the responsibility of managing a portfolio. In today's market, through an expanded investment spectrum, Brad offers diversification whether clients are in the Distribution or Accumulation phase of their lives.

        • Chartered Retirement Planning Counselor
        2301 West Big Beaver Road
        Somerset Place Office Building
        Troy, MI 48084
        J. Bradford Cross
        2301 West Big Beaver Road,Troy,MI,48084
      • Kimberly

        Kimberly Baldes

        Client Associate

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          Kim joined UBS in 2008 as the Troy, MI office receptionist and operations assistant. Kim specializes in administrative support and has excelled at ensuring client satisfaction through her attention to detail and organization. In 2024, Kim joined the Cross Wealth Consulting team. Kim has one son; James, and in her free time she loves to vacation in northern Michigan. 

                2301 West Big Beaver Road
                Somerset Place Office Building
                Troy, MI 48084
                Kimberly Baldes
                2301 West Big Beaver Road,Troy,MI,48084

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              Global Wealth Report 2024

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              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

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