--- title: Cross Border Wealth | Wealth Management Without Borders description: US-based investment advisory firm that specializes in helping US-connected global individuals navigate the complexities of overseas wealth management. image: https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/CBW%20FEATURED%20IMAGE.svg --- [Skip to content](https://crossborder-wealth.com#main-content) [![CROSS BORDER | WEALTH](https://crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/POSITIVE%20BLUE.svg "CROSS BORDER | WEALTH")](https://crossborder-wealth-5213925.hs-sites.com/home?hsLang=en) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Weekly Articles](https://blog.crossborder-wealth.com/insights) - [Download Guides](https://info.crossborder-wealth.com/guides-form) - [Monthly Newsletter](https://info.crossborder-wealth.com/insights-subscription) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) # **Wealth Management Without Borders** Helping US-connected global individuals pursue their financial aspirations with no limits, no boundaries [learn more](https://crossborder-wealth.com/who-we-are?hsLang=en) ![Cross Border Wealth | Wealth Management Without Borders](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_03.jpg?width=550&height=720&name=Homepage_03.jpg "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](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_09.jpg) ### Cross-Border Expertise We are a distinct breed of investment advisory firm – one that specializes in overseas wealth management ![Tailor-Fit Solutions ](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_18.jpg) ### 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](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_11.jpg) ### Focused Approach We devote our expertise exclusively to US-connected citizens and their families living globally [Learn More](https://crossborder-wealth.com/who-we-are?hsLang=en#whoweare) WHO WE ARE FOR ## We focus on US-connected global citizens and their families ![Americans Living Overseas](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/ICONS/americans%20living%20overseas%20icon-1.svg) #### Americans Living Overseas ![Foreign Nationals with US Investments](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/ICONS/foreign%20nationals%20with%20us%20investments%20icon-1.svg) #### Foreign Nationals with US Investments ![US Residents who have UK Pensions](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/ICONS/us%20residents%20with%20uk%20pensions%20icon-1.svg) #### US Residents who have UK Pensions [Learn More](https://crossborder-wealth.com/who-we-are?hsLang=en#whowearefor) [Schedule a Call](https://info.crossborder-wealth.com/meeting-scheduler?hsLang=en) 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 [Learn More](https://crossborder-wealth.com/what-we-do?hsLang=en) ## 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](https://crossborder-wealth.com/hubfs/CBW%20WEBSITE%20IMAGES%202024/ICONS%20AND%20GRAPHICS/Globe%20Graphic.svg "Our Global Presence USA Middle East Asia") ![Boundless Advantages | Cross Border Wealth](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_05.jpg?width=720&height=720&name=Homepage_05.jpg "Boundless Advantages | Cross Border Wealth") WHY US ## Boundless Advantages ### Cross-Border Expertise ### Tailor-Fit Solutions ### Personalized Approach ### Extensive Global Network [LEARN MORE](https://crossborder-wealth.com/why-us?hsLang=en) [Schedule a Call](https://info.crossborder-wealth.com/meeting-scheduler?hsLang=en) 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! READ MORE RESOURCES ## Insights Specialized cross-border wealth management guidance for US-connected global citizens and their families [READ MORE](https://crossborder-wealth.com/insights?hsLang=en) ![Insights Articles](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_19.jpg?width=630&height=630&name=Homepage_19.jpg) #### Insights Article ### Read More ![Insights Monthly Newsletter](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_21.jpg?width=630&height=630&name=Homepage_21.jpg) #### Insights Newsletter ### Read More ![Insights Guides](https://crossborder-wealth.com/hs-fs/hubfs/CBW%20WEBSITE%20IMAGES%202024/Homepage_31.jpg?width=630&height=630&name=Homepage_31.jpg) #### Insights Guides ### Read More ### Insights Monthly Subscribe to Insights Monthly, Cross Border Wealth's email newsletter featuring **curated cross-border wealth management content for US-connected global citizens** ### Insights Monthly Subscribe to Insights Monthly, Cross Border Wealth's email newsletter featuring curated cross-border wealth management content for US-connected global citizens. [![Cross Border Wealth](https://crossborder-wealth.com/hubfs/CBW%20BRANDING%202024/FAVICON%20POSITIVE%20WHITE.svg "Cross Border Wealth")](https://www.crossborder-wealth.com?hsLang=en) #### New York Office 230 Park Avenue 4th floor West New York, NY 10169 United States of America +1 (646) 688-5333 #### Pittsburgh Office 223 Fourth Avenue Third Floor Benedum Trees Building Pittsburgh, PA 15222 United States of America +1 (646) 688-5333 #### Manila Office 10th Fl. One Griffinstone Bldg. Commerce Ave. cor. Spectrum Midway Alabang, Muntinlupa City, MM 1781, Philippines +63 (02) 7217-1750 #### Pages - [Home](https://crossborder-wealth.com) - [Who We Are](https://crossborder-wealth.com/who-we-are) - [What We Do](https://crossborder-wealth.com/what-we-do) - [Why Us](https://crossborder-wealth.com/why-us) - [Insights](https://crossborder-wealth.com/insights) - [Careers](https://crossborder-wealth.com/careers-without-borders) - [Contact Us](https://crossborder-wealth.com/contact-us) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Disclosures](https://info.crossborder-wealth.com/disclosures) - [Privacy Policy](https://info.crossborder-wealth.com/disclosures#privacy-policy) © CROSS BORDER WEALTH 2025 [Follow us on Facebook](https://www.facebook.com/105763777480824) [Follow us on LinkedIn](https://www.linkedin.com/company/cross-border-wealth/) [Follow us on Twitter](https://www.twitter.com/CrossBorderWlth)