Our Resources

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Market Updates & Outlooks

Jan 13, 2023

Thornburg 2023 Outlook

Jan 13, 2023

AB 2023 Capital Markets Outlook

Jan 13, 2023

Sanctuary Wealth January 2023

Nov 16, 2022

Sanctuary Investment Outlook

Nov 11, 2022

November Outlook

Nov 11, 2022

October Chartbook

Oct 31, 2022

Sanctuary Week Ahead 10/31/2022

Oct 20, 2022

Richard Bernstein Advisors Quick Insights

Oct 20, 2022

Commodities and War-Time Economics

Oct 20, 2022

Buy Low, Sell Why?

Oct 20, 2022

Navigating Market Volatility

Oct 20, 2022

Alliance Bernstein Capital Markets Outlook

Oct 19, 2022

Guggenheim CIO Outlook

Oct 12, 2022

Sanctuary Corner - October 2022

Thematic Updates

Oct 20, 2022

Internet of Things

Oct 20, 2022

The Inflation Reduction Act & Clean Energy

Oct 20, 2022

Recycling Batteries as we Shift to Clean Energy

Financial Planning Issues

Jan 13, 2023

PIMCO 2023 Tax Reference Guide

Oct 20, 2022

Planning for Retirement Income

Video Broadcasts

Oct 31, 2022

Sanctuary Q4 Market Outlook

The information you are accessing from our website is educational in nature. We are providing what we find as current and relative information to help clients understand the current investing environment. These educational pieces are brought to you by the many groups we work with and should not be considered as specific investment advice nor do they constitute a recommendation to buy or sell any investment product. We hope you find the resources helpful.

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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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