Global Wealth Management
Cross Border Wealth is a registered investment advisory firm that provides comprehensive cross-border financial planning solutions to US citizens, Green Card holders and foreign nationals with a US connection. Our motto, “Wealth Management Without Borders,” expresses our conviction that financial planning should not be limited by geography.
US Retirement Account Solutions
Since the implementation of FATCA, US institutions have been creating barriers for non-US residents to manage their US retirement accounts, in some cases freezing assets or forcing account closures. At Cross Border Wealth, we help with 401(k), 403(b), and IRA solutions for those living outside the United States. Our US-licensed investment advisors are experts in helping clients navigate the international waters.
UK Pension Solutions
Whether you have a final salary pension, a Self-Invested Personal Pension (SIPP) or a Qualifying Recognized Overseas Pension Scheme (QROPS), managing a UK pension from the US can be daunting. Cross Border Wealth specializes in providing US-compliant solutions, considering both US and UK regulations. We can assist with research, analysis, transfer and ongoing management of your UK pension.