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Company profilecrosswaterswm.com ↗

Crosswaters Wealth Management

Crosswaters Wealth Management is an independent firm serving multigenerational families, business owners, retirees, and individuals beginning retirement planning.

Financial Services
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Headquarters
Bend, Oregon, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
30 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Crosswaters Wealth Management do?

Founded in 2021 by Eric White, the firm draws on his nearly three decades of experience as a wealth advisor. The team reports nearly 75 years of experience helping people pursue financial goals through comprehensive plans designed around personal values.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Comprehensive financial planning

The firm describes plans designed around clients’ personal values and life goals.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWCrosswaters Wealth Management listed #10 on Private client accounting firms, September 4, 2026Open the published source list.
Crosswaters Wealth Management

#10 Private client accounting firms

Snapshot: September 4, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 2, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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