About Us

The Firm


Cross Border Wealth is a U.S.-based Registered Investment Advisory firm born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently—like global citizens.​

Today, our commitment to international families in the U.S. and abroad includes globally-oriented Americans, expatriates and foreign nationals. This commitment is stronger than ever. We believe in building lasting client relationships based on trust earned through wise counsel, investment results, clear and candid communication, service that exceeds your expectations.​

We are independent, attentive, and free from conflicts of interest. What this means is, we put our clients’ needs above all else. We serve as your fiduciary, unfailingly focused on your best interests. Contact us

Additional Information

CBW Privacy Policy (pdf)


CBW Code of Ethics (pdf)


CBW ADV Part 2 A&B (pdf)