Crosswaters Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
300 SW Columbia St Ste 101, Bend, Oregon...Phone Number
(541) 600-3971Website
www.crosswaterswm.comRevenue
<$5 MillionIndustry
About Crosswaters Wealth Management
Crosswaters Wealth Management is an independent wealth management firm dedicated to helping successful individuals and families navigate their financial lives through comprehensive planning aligned with their personal values. The firm offers customized financial advice and solutions, focusing on clients' goals, dreams, and legacies. With a team of experienced financial professionals, Crosswaters emphasizes objective advice and constant communication, ensuring clients' interests are prioritized. As part of the Sanctuary Wealth family, they leverage a robust platform for investment solutions and innovative ideas.Explore more
Crosswaters Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Crosswaters Wealth Manage...
<$5M
1-10
Private
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MW
Malissa WhiteBusiness Development Co-Founder & Director
Crosswaters Wealth Management Tech Stack
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Crosswaters Wealth Management is an independent wealth management firm dedicated to helping successful individuals and families navigate their financial lives through comprehensive planning aligned with their personal values. The firm offers customized financial advice and solutions, focusing on clients' goals, dreams, and legacies. With a team of... Read More
