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.
We offer comprehensive cross-border financial planning services to global expatriates with a US connection. Whether you are a US citizen, Green Card holder or foreign national, we can help.
Our clients are global and their portfolios should be, too. We offer multi-currency accounts and investments denominated in different currencies.
Each portfolio is uniquely constructed based on the client’s risk tolerance and time horizon. We make sure portfolios are well diversified and rebalanced regularly while taking into account cost and tax efficiency.
Investing while overseas can be a minefield. Avoiding tax and compliance mistakes is paramount. We help clients navigate issues like FATCA and PFICs.
We provide internationally compliant solutions for those residing outside the USA. Whether you have a 401(k), 403(b) or an IRA, we can help.
A 401(k) plan is a tax-advantaged, defined-contribution retirement account offered by many employers to their employees.
A 403(b) plan is a retirement account for certain employees of public schools and tax-exempt organizations.
An individual retirement account (IRA) is a tax-advantaged investing tool that individuals use to earmark funds for retirement savings.
Whether you have a final salary, self-invested personal pension (SIPP) or qualifying recognized overseas pension scheme (QROPS), we provide US-compliant solutions.
A self-invested personal pension (SIPP) is a tax-efficient retirement savings account available in the U.K.
A Defined Benefit pension - sometimes called Final Salary - is a type of pension plan in which an employer promises a specified pension payment, lump sum or combination on retirement that is determined by a formula based on the employee's earnings history, tenure of service and age, rather than depending directly on individual investment returns.
A Qualifying Recognized Overseas Pension Scheme, or QROPS, is an overseas pension scheme that meets certain requirements set by Her Majesty's Revenue and Customs (HMRC).
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