Who We Are

What Is Your Wealth Actually For?

At Crosswater Capital Partners, we believe financial advice starts with understanding what matters most to you. Because when your values are clear, every decision becomes more intentional, more aligned, and more meaningful.

The Team

The People Behind Crosswater

Coleman Webb

Founder & Private Wealth Advisor

Coleman Webb didn't set out to build another advisory firm. He set out to build the kind of advisory experience he couldn't find inside the institutions where he spent the first part of his career.

After years working with high-net-worth individuals and families within large financial firms, he noticed something most clients never see directly:

The system was built for scale, not depth.

Advisors were spending more time navigating internal processes than sitting across the table from clients. More time producing outputs than having meaningful conversations. More time managing the system than guiding the client.

And over time, something important gets lost in that environment: The relationship.

So he built something different. This is not a volume-driven practice. It is built intentionally, so every client relationship has the time, attention, and depth it deserves.

Credentials

CFP® -Certified Financial Planner™

CPWA® -Certified Private Wealth Advisor

CEPA® -Certified Exit Planning Advisor

CRPC® -Chartered Retirement Planning Counselor

SE-AWMA® -Sports & Entertainment Accredited Wealth Advisor

M.S. -Personal Financial Planning

Scott Laughlin

Full-Stack Engineer & Technology Advisor

Scott Laughlin is a full-stack engineer who helps businesses create scalable systems and identify critical technology gaps.

As both an entrepreneur and technology innovator, Scott brings a unique perspective to evaluating and optimizing business technology infrastructure across virtually any industry, helping owners understand how their tech stack supports (or undermines) their exit readiness.

Background

M.S. -Mechanical Engineering, Oregon State University

MBA -Business Administration, Oregon State University

Entrepreneur & Technology Innovator

Why Crosswater Exists

Crosswater Capital Partners was founded on a simple premise: Clients of significant wealth deserve advice that is:

Fully Aligned

With your interests. No quotas. No proprietary products. No institutional agenda.

Deeply Personalized

Built around your specific situation, values, and goals -not a standardized model.

Thoughtfully Coordinated

Across every area of your financial life, so nothing falls through the cracks.

Founder Philosophy

Coleman's approach is grounded in a simple idea:

You can make an informed decision -or an uninformed one. Everything we do is built to ensure you're making the former.

But what defines his work isn't credentials. It's the belief that a financial plan without context is just math, and real advice requires understanding the person behind it.

Most people with significant wealth are not underserved because they lack access to investments, products, or financial tools.

They are underserved because no one has taken the time to truly understand what their wealth is meant to accomplish.

They have advisors. Sometimes several. But those advisors are often working in silos. Investment strategy lives in one place. Tax planning in another. Estate documents somewhere else entirely.

And no one is connecting it all together.

Crosswater Capital Partners was built to change that.

Our Mission

To help our clients discover that wealth is a mindset, and that with clarity of values and the right stewardship, prosperity becomes not just personal, but generational.

We exist because we believe the most important question in financial planning is rarely asked:

What about money is important to you?

Goals change. Timelines shift. Markets move.

But your values -what you care about, who you love, what you want to leave behind -those don't.

At Crosswater, everything we build starts there.

Selling a Business Is a Financial Event. It's Also a Life Event.

For business owners, some of the most important financial decisions happen before and after a liquidity event.

That is why we built The Exit Lab -Crosswater's dedicated platform for business owners preparing for transition.

Explore The Exit Lab

The Exit Lab

Crosswater's dedicated platform for business owners preparing for one of the most important financial transitions of their lives.

Who This Is For

We work with a small number of clients who are navigating complex financial decisions and want more than surface-level advice.

Typically, that means:

Business owners preparing for or exiting a liquidity event
Families with $5M+ in investable assets
Individuals who want coordinated, high-touch guidance across their entire financial life

If you are looking for a transactional relationship, we are likely not the right fit.

If you are looking for clarity, alignment, and a deeper level of partnership -we should talk.

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