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We help you simplify the complexity of your wealth with clarity and confidence.

As an independent wealth management firm, we’re dedicated to helping successful people and their families do more with their financial lives by following a comprehensive plan designed to fulfill their personal values as they pursue their life’s goals.

Financial advice to see
your way clear

Your Plan

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Financial advice to see
your way clear

Your Portfolio

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Financial advice to see
your way clear

Your Goals & Dreams

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Financial advice to see
your way clear

Your Legacy

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Who We Are

We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. These two firms are part of the holding company Sanctuary Wealth, and together these entities create the regulatory platform behind Crosswaters Wealth Management.

Our Philosophy

When two rivers converge, they create a confluence – a crosswaters – and they then flow together in strength and harmony on a single path. This is how we view our relationship with you – advisor and client coming together to journey together in a lasting relationship towards a single destiny: your success.

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financial future today.

Who We Are

An experienced team of financial professionals

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How we serve you

Objective advice with constant communication

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What We Offer

Best-in-class solutions customized for your needs

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A Message from
Eric White

After spending nearly 29 years at one company, I am proud to announce the launch of my own independent wealth management firm, Crosswaters Wealth Management. Our entire team is extremely excited to be joining me as we take this step together. It has long been my dream to create a firm that is guided by the core foundation of always putting our clients’ interests first. This would be an opportunity to develop a company that aligns with my values – one that focuses solely on delivering advice and solutions that are not conditioned to corporate interests or quarterly results. The sole mission of Crosswaters is to prepare and position you and your family for the financial freedom you desire.

I spent countless hours reviewing and analyzing potential partners who could deliver a world-class planning and investment platform —and had a proven track record of securing clients’ assets. This process brought Crosswaters to Sanctuary Wealth and BNY Mellon | Pershing – two outstanding firms whose capabilities and culture made them the right fit for us. Pershing is an industry leader in clearing and custody services and is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. BNY Mellon is the largest custodian in the world by a significant margin.

Crosswaters is one of the more than fifty independent firms that make up the Sanctuary Wealth family. Through Sanctuary’s platform, we will have comprehensive investment solutions, a vast network of resources, best-in-class technology and thought leadership, as well as opportunities to collaborate with other partner firms, expanding our access to innovative ideas and investment vehicles.

Becoming an independent advisor creates the flexibility to provide unique solutions and ideas while maintaining the highest fiduciary standards. My career path has uniquely prepared me for this evolution to independence, and I will focus all of my attention to helping our clients pursue their goals. We look forward in working together with you at Crosswaters Wealth Management.

Eric White
Chief Executive Officer, Founder, Wealth Management Advisor

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