That brings experience, expertise and resources to help successful people pursue a rewarding financial future. We work with multigenerational families and business owners, retirees and individuals who want to start planning for their retirement.
Financial decisions are often complex and your options – and their ramifications – are not always easily understood. At Crosswaters, we focus on simplifying your financial life so you can
enjoy what matters most to you.
Led by Eric White, a wealth advisor for nearly three decades, we work closely with you to offer unbiased, actionable advice on every financial question and opportunity that could impact your life. We invite our clients to think of Crosswaters as their personal Chief Financial Officer – working for you, committed to helping you achieve your goals.
While we advise you on all financial matters, we also take the time to explain everything – all your choices, their possible outcomes, the pros and cons – and support our recommendations with objectivity and transparency.
Those recommendations will always be based on the customized, comprehensive financial plan that we build for you. Financial planning is the foundation of the services we provide, and the process of building your plan begins with our team listening carefully and intently to your current needs and your aspirations for the future.
You will find that you can turn to us for anything – we’re a one-stop-shop for all your financial decisions. We will serve you as your fiduciary, your advocate, and the steward of your wealth.
While we advise you on all financial matters, we also take the time to explain everything – all your choices, their possible outcomes, the pros and cons – and support our recommendations with objectivity and transparency.
Those recommendations will always be based on the customized, comprehensive financial plan that we build for you. Financial planning is the foundation of the services we provide, and the process of building your plan begins with our team listening carefully and intently to your current needs and your aspirations for the future.
You will find that you can turn to us for anything – we’re a one-stop-shop for all your financial decisions. We will serve you as your fiduciary, your advocate, and the steward of your wealth.
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.