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.​

 At Cross Border Wealth we specialize in financial planning for the global client.  Our motto "Wealth Management Without Borders" reflects our view that financial planning should not be limited by geography. Two areas of particular expertise are US pensions for non-US residents and non-US pensions for US residents.  With our partners, we are able to provide unique solutions which are not readily available through other locally minded investment advisory firms. From individual retirement accounts to complex cross-border estate planning, Cross Border Wealth will partner with you to reach your financial goals.

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)