Sharing The Wealth

The Joe and Mary Mottino Family YMCA of Oceanside has recently appointed Dan Dague, CEO and family wealth advisor, Crossroads Capital Management and Richard Gaines, CEO and family wealth advisor, Gaines Legal Services to their board of directors and associated committees.

 

Dague and Gaines are residents of North County and bring over 30 years of combined financial, tax, and legal services experience. Their firm assists clients through a unique Team Based Wealth Management philosophy and structure that combines the best of three professions — a financial adviser, an estate and tax planning attorney, and a tax return specialist — all in one location.

 

“As long-standing members of the North County community, we share the commitment of the Joe and Mary Mottino family in their dedication to building strong families,” says Dague. “The mission of our family wealth advisors is to assist our clients in building a strong foundation for building wealth for generations and we are honored to be part of the Joe and Mary Mottino YMCA Family.” (http://mottino.ymca.org, www.crossroadscapitalmanagement.com)