Network·Family Office

Crossgate Wealth Advisors, LLC

Unclaimed

📍 NEWTOWN, PA

Family Officefinancial services
www.crossadvisors.com

SEC CRD #801-80475

About

Crossgate® Wealth Advisors 215-860-2234 FinHub No One Strategy Fits Everyone As your personal financial advisor, we will design and implement a strategy that uniquely fits your life. Our Team Approach Throughout your life, our team will work side by side with you helping you meet your financial goals. Our Pledge We seek to provide objective advice that always puts our client’s interests first. Communication We provide a clear approach to a complex financial world. Our Firm As an independent firm, we are committed to offering objective and unbiased advice. Go to Our Firm Our Services We offer a wide range of investment and financial services tailored to your unique situation. Go to Our Services Our Approach We strive to build long-lasting relationships with our clients, offering education and guidance. Go to Our Approach Our Team We provide professional expertise in a range of services to benefit you. Meet Our Team Our Resources Our resource center offers a spectrum of timely and informative articles that were written with you in mind. Go to Our Resource Center "The best interest of the patient is the only interest that matters. ~ Dr. William Mayo Tell Us How We Can Help You Today Name Email Address Phone Question Thank you! Oops!

Key Contact

JD

JOHN D. REA

CHIEF COMPLIANCE OFFICER

📞 (215) 860-2234

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Geographic Focus

paunited states

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AUM

$272M

Check Size

$2.2B–$2.2B

Location

NEWTOWN, PA

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