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Our Team

The Crosswaters Commitment

The team at Crosswaters has nearly 75 years of experience in financial services, but we measure our success by the depth of the relationships we foster with our clients. We are committed to helping them achieve their goals.

Our headquarters is located in beautiful Bend, Oregon with our clients ranging from Maine to Maui and their families extending beyond borders and generations. They all share an appreciation for Crosswaters’ valuable capabilities, constant communication and the collaborative spirit among our team.

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If you want to go fast, go alone. If you want to go far, go together.
– African Proverb
Eric White, CFP®, CPFA

Eric White, CFP®, CPFA

CEO, Founder & Wealth Management Advisor

 Malissa J. White

Malissa J. White

Co-Founder & Director of Business Development

 Virginia “Ginny” Graves

Virginia “Ginny” Graves

Wealth Management Associate

 Megan Baldonado

Megan Baldonado

Wealth Management Associate

We are proactive and responsive, surrounding you with genuine care for your financial well-being.

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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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