Crosswaters Wealth Management
Financial Services - Bend, Oregon, United States
Crosswaters Wealth Management Employees
Crosswaters Wealth Management Senior Management
Crosswaters Wealth Management Details
Crosswaters Wealth Management was founded in 2021 by Eric White, who'd been a successful wealth advisor for nearly three decades, working for an industry leading financial institution in Oregon, New Mexico and Colorado.With nearly 75 years of experience helping people pursue a rewarding financial future, our team has the expertise and resources to show you how to do more with your financial life by following a comprehensive plan designed to fulfill your personal values as you pursue your life's goals.Crosswaters Wealth Management is an independent firm, working with multigenerational families and business owners, retirees and individuals who want to start planning for their retirement. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.We invite our clients to think of Crosswaters as their personal Chief Financial Officer – working for you, committed to helping you achieve your goals. You will find that you can turn to us for anything – we're a one-stop-shop for all your financial decisions. And because those decisions are often complex, we focus on simplifying your financial life so you can enjoy what matters most to you. You will enjoy working with us because of the personal touch of our genuine customer service. You'll trust us because of our ethics and integrity. And you'll have confidence in your decisions because of the quality of the financial plan we'll design for you.Together, we'll help you see your way clear to a bright financial future.Please see crosswaterswm.com for important disclaimer.We are Registered Representatives of Sanctuary Securities, Inc. (Member FINRA, SIPC) and Investment Adviser Representatives of Sanctuary Advisors, LLC., and SEC Registered Investment Advisor.
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