About Us

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

Financial Planning

We serve the cross-border estate and wealth planning needs of US-connected individuals and their families residing around the globe.

Investment Management

We carefully select an investment strategy which is unique to each client’s goals and needs while ensuring international compliance.

International Pension Management Solutions

Whether a US, UK or foreign private pension, we provide robust international solutions regardless of your country of residence.

Mis-sold Expat

We help limit client losses due to bad investment advice by leveraging our relationships to achieve a favorable outcome.

Education Planning

We offer a range of savings vehicles to help alleviate the rising costs associated with college tuition.

Residency and Citizenship Consultation

With our partners, we guide our clients through the challenges and pitfalls inherent to residence and citizenship planning.

Cross Border Wealth was founded with the idea that wealth management should not be limited by geography. Our mission statement is, “Wealth Management Without Borders.” We specialize in providing comprehensive cross-border financial planning services to US citizens, Green Card holders and foreign nationals with financial ties to the US. We act as a fiduciary, are independent, and put our clients’ interests above everything. We are driven by the commitment to serve the needs of our clients with transparency and a focus of high ethical standards. With offices in New York City and Manila, we are strategically positioned to service our clients no matter where they reside.

Our founders, having been expats themselves, fully understand the challenges associated with living and working abroad. We have spent the last three decades working for some of the largest financial institutions around the world. Our experience advising high-net worth individuals and their families with cross-border financial planning makes us experts in our field.

While being exceedingly proud of our roots and progress thus far, we strive for continuous improvement in the services we provide.

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