CROSSGATE WEALTH ADVISORS, LLC

Overview

Crossgate Wealth Advisors, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. Formed in 2014 and organized as an LLC under individual ownership, the firm manages portfolios primarily through discretionary mandates and leans on pooled public funds as the core building blocks of client solutions. Crossgate identifies as an active ESG investor, integrating environmental, social and governance considerations into its selection of public funds and manager choices. The firm’s advisory remit is focused on individuals, families and small-business owners rather than institutional pension consulting or acting as a capital allocator. Its fee model combines a percentage-of-assets approach with hourly and fixed-fee arrangements, which supports both ongoing investment management relationships and standalone planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices