Are you an American or Foreign National who resides outside the USA and has a U.S. pension? Given the current regulatory environment, many individuals are left with few options, if any at all, in respect to their U.S. 401k or IRAs. Cross Border Wealth specializes in solutions. We have partnered with brokerages, banks and custodians that accept individuals residing outside the USA. Contact us
Cross Border Wealth helps clients take control of their UK pensions. We provide local advice on how to manage them before and during retirement. The service you receive from Cross Border Wealth includes a complimentary review of your existing UK pension(s), to provide a better understanding of them and determine whether you might benefit from a pension transfer to a QROPS or SIPP. ur money in line with one overall set of financial goals. Contact us
We manage diversified investment portfolios that aim to increase your wealth while managing overall risk. Our investment process seeks highest total return over time through low-cost, tax efficient exposure to a worldwide financial ecosystem. Client portfolios invested primarily in exchange traded funds (ETFs) contain stocks, bonds, currencies and commodities. All portfolios are uniquely customized to your financial goals and risk tolerance. Contact us
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