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Crosswater Capital Partners

EST. AUM
$250,000,000

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Firm Details

Metro area Portland, OR
CRD Number
Website crosswatercp.com
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Overview

Crosswater Capital Partners is an independent fiduciary wealth management practice operating as a DBA of Altruist Advisors LLC, an SEC-registered investment adviser. The firm serves high-net-worth individuals, families, and business owners through comprehensive wealth management and strategic financial planning. In addition to investment consulting, the firm offers exit planning, business valuation, succession planning, tax strategy, estate planning, and virtual family office services. Its advisory model emphasizes independent, fiduciary advice tailored to complex personal and business financial needs.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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