Cross Border Wealth
Cross Border Wealth
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    • Home
    • Who We Are
    • What We Do
    • Insights
    • Careers
    • Client Login
    • Contact Us
  • Home
  • Who We Are
  • What We Do
  • Insights
  • Careers
  • Client Login
  • Contact Us

Who We Are

About Us

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.


More about us, our firm have offices in New York City, Pittsburgh, and Manila, we offer local and international financial and investment planning

Financial Planning

Int'l Pension Management Solutions

Investment Management

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

Investment Management

Int'l Pension Management Solutions

Investment Management

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

Int'l Pension Management Solutions

Int'l Pension Management Solutions

Int'l Pension Management Solutions

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

Mis-sold Expatriates

Residency & Citizenship Consultation

Int'l Pension Management Solutions

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

Education Planning

Residency & Citizenship Consultation

Residency & Citizenship Consultation

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

Residency & Citizenship Consultation

Residency & Citizenship Consultation

Residency & Citizenship Consultation

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

Meet Our Team

Andoni Yturralde

Co-Founder and Managing Partner

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Fabrice Mercier, CFP®

Co-Founder and Managing Partner

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Yvonne Basa, CCO®

Chief Compliance Officer

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Eric Glassbrenner

Senior Investment Advisor

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Andrew Scibetta

Investment Advisor

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Ian Delector

Senior Associate

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James Avondolio

Associate

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Karl Bruch, IV

Associate

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Richard Rebong

Associate

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Arden Santos

Client Services Manager

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Raffaello Iñigo

Client Services Associate

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Mark Urbano

Client Services Associate

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Romina Solano

Marketing Manager

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Jean Rose Delan

Marketing Associate

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Lynyrd Salita

Web and Systems Administrator

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Grazel Aboulfadam

Office Administrator

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Additional Information

CBW Privacy Policy (pdf)

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CBW Code of Ethics (pdf)

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CBW ADV Part 2 A (pdf)

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Disclosures

General Disclosure

Cross Border Wealth, LLC is a SEC registered investment adviser. Cross Border Wealth, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Cross Border Wealth, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cross Border Wealth, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Cross Border Wealth, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cross Border Wealth, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cross Border Wealth, LLC. A copy of Cross Border Wealth, LLC’s current written disclosure statement discussing Cross Border Wealth, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or directly from Cross Border Wealth, LLC upon request at no additional cost.


Contact us through our chat box, email or by filling out our contact form.


Although the firm does not charge a fee for attending the appointment whereby the attendee receives educational information, the appointment is intended to result in the attendee purchasing a product or establishing an advisory relationship.


This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


Cross Border Wealth, LLC, throughout this website, has provided links to various other websites. While Cross Border Wealth, LLC believes this information to be current and valuable to its clients, Cross Border Wealth, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.


Cross Border Wealth, LLC may discuss and display, charts, graphs, formulas, and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.


The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Social Media Disclosures

Cross Border Wealth, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Cross Border Wealth, LLC and its representatives are properly licensed or exempt from licensure. Past performance  is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cross Border Wealth, LLC unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Cross Border Wealth, LLC has reasonable belief that the content posted by a third-party does not contain untrue statements of material fact, or misleading information regarding its advisory services.


Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information was deleted. (NOTE: an IA cannot change the comments on social media that is from a reader, except if there is personal information, misleading or fraudulent comments, or profanity.)


Cross Border Wealth, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk, possible loss of principal capital. Comments (or third-party rankings and recognitions) are no guarantee of future investment outcomes, do not ensure that a client or  prospective client will experience a higher level of performance or results. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser.

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