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Crossgate Wealth Advisors
Building your financial life on a firm foundation. | Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide...
Overview
Building your financial life on a firm foundation. | Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
How does Crossgate approach tax-aware portfolio management?
The firm emphasizes after-tax total return as the primary performance metric rather than pre-tax benchmark comparison. This translates to deliberate asset-location strategies — placing tax-inefficient assets in qualified retirement accounts while holding tax-efficient instruments in taxable accounts. Municipal bond exposure, systematic tax-loss harvesting throughout the calendar year, and careful realization of capital gains are core operational practices rather than periodic planning exercises.
Does Crossgate manage proprietary direct investment funds?
Crossgate does not appear to manufacture or distribute proprietary investment products. The firm's model relies on open-architecture manager selection, evaluating third-party fund managers across public and private markets. This separation of advisory function from product creation eliminates the incentive to fill client portfolios with in-house strategies and allows Crossgate to terminate underperforming managers without internal political friction.
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