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Our Firm

Cross Border Wealth is a US-based, SEC registered investment advisory firm providing comprehensive cross-border financial planning services and international pension management solutions to US citizens, Green Card holders and foreign nationals. With offices in New York City and Manila, we offer local and international expertise.

About Us

We are committed to finding cross-border solutions for our clients, addressing the challenges associated with international pension management while living overseas.

Meet Our Team​

Our people are our greatest strength. Cross Border Wealth focuses on cultivating and sustaining a diverse group of talent who meet the demands of our global clients.

Office Locations​

Headquartered in New York City with a regional office in Manila, Cross Border Wealth is always available to assist regardless your port-of-call.

Additional Information

CBW Privacy Policy (pdf)

CBW Code of Ethics (pdf)

CBW ADV Part 2 A&B (pdf)

We're here to help. Our offices in New York City and Manila offer local and international expertise.