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Wealth Management Without Borders

Helping US-connected global individuals pursue their financial aspirations with no limits, no boundaries

Cross Border Wealth | Wealth Management Without Borders
WHO WE ARE

Overseas Wealth Management Specialists

Cross Border Wealth is a US-based investment advisory firm that helps US-connected global individuals manage their wealth from afar
Cross-Border Expertise

Cross-Border
Expertise

We are a distinct breed of investment advisory firm – one that specializes in overseas wealth management

Tailor-Fit Solutions

Tailor-Fit
Solutions

We provide customized solutions that are truly relevant to our clients’ specific needs, instead of the usual one-size-fits-all offerings

Focused Approach on US Connected Citizens and Families

Focused
Approach

We devote our expertise exclusively to US-connected citizens and their families living globally

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WHO WE ARE FOR

We focus on US-connected global citizens and their families

Americans Living Overseas

Americans Living Overseas

Foreign Nationals with US Investments

Foreign Nationals with US Investments

US Residents who have UK Pensions

US Residents who have UK Pensions

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WHAT WE DO

Bridging the gap in overseas wealth management

We provide specialized solutions for the unique challenges faced by US-connected citizens living abroad

Cross-Border US Pension Management

Cross-Border UK Pension Management

Cross-Border Wealth Management

Global Presence, Global Reach

USA

New York

USA

Pittsburgh

Middle East

Dubai, UAE

Asia

Manila, Philippines

USA

New York & Pittsburgh

EUROPE

Lisbon, Portugal

ASIA

Manila, Philippines

USA

New York

USA

Pittsburgh

Asia

Manila, Philippines
Our Global Presence USA Middle East Asia
Boundless Advantages | Cross Border Wealth
WHY US

Boundless Advantages

Cross-Border Expertise

Tailor-Fit Solutions

Personalized Approach

Extensive Global Network

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WHAT OUR CLIENTS SAY

Real Stories. Real Results.

Will, Japan

Almost got double-taxed on my 401k! Cross Border Wealth’s specialized understanding of overseas pension details saved me a lot of unnecessary expenses.

Linda, USA

Couldn’t access my UK pension from here in the US. Worse, I couldn’t find an expert to help with my situation. Good thing I found Cross Border Wealth!

RESOURCES

Insights

Specialized cross-border wealth management guidance for US-connected global citizens and their families

Insights Articles

Insights Articles

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Insights Monthly Newsletter

Insights Newsletter

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Insights Guides

Insights Guides

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Insights Monthly

Subscribe to Insights Monthly, Cross Border Wealth's email newsletter featuring curated cross-border wealth management content for US-connected global citizens.