Contact
Schedule a call
A first conversation runs 30 to 45 minutes, by Zoom or in person. If you can, bring recent statements and documents so we can cover your full picture.
What a first call covers
What is changing in your life or business, what you already have in place, and whether the practice is a fit. If it is not, you will hear that directly.
Common reasons people reach out: a business sale on the horizon, a large stock position, cash needs without selling, retirement income, a Roth conversion question, equity compensation, or an estate plan that needs to line up with how accounts are owned.
Scheduling a call does not create an advisory relationship and is not an offer to buy or sell any security. Please do not send account numbers, Social Security numbers or other sensitive personal information by email or in a booking form.
Meeting options
Zoom from anywhere in the country, or in person.
Christopher Acquaviva is registered as an investment adviser representative of Cross Financial Advisors, LLC in New Jersey and works with clients in other states where the firm is registered, notice filed, or exempt.
Accountants and attorneys
Interested in working together on shared clients? Read the collaboration model or book a call the same way.