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
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
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
Company Profile Activity
Activity Insights
Crosswaters Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Crosswaters Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Crosswaters Wealth Management.
Crosswaters Wealth Management Tech Stack
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Frequently Asked Questions Regarding Crosswaters Wealth Management
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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
