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Contact Us

Contact Us

At Crosswaters Wealth Management, we take a planning-based approach to managing wealth.

We actively listen to you, construct a plan with options that we will always explain, then guide you along a path towards your goals. We are here to journey alongside you, offering objective advice to help you achieve your best possible financial future.

To simplify your financial decisions and to clarify the choices you face, we invite you to call on us today. Let’s begin with a friendly conversation.

Crosswaters Wealth Management

300 SW Columbia Street
Suite #101
Bend, OR 97702

Phone: 541-600-3971

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Refer A Friend

If you have family members or friends who may have financial questions, please let them know about my services. When you refer me, they will receive an email with a link to my website where they can learn more about our services and solutions and reach out to me for a complimentary consultation if they choose. I look forward to the opportunity to help your family and friends achieve their financial goals. Thank you.

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The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. I will be notified of your referral with your friend’s contact information and may reach out to them directly.

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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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