Cross Border Wealth is a U.S.-based Registered Investment Advisory firm focused on providing a global perspective to its clients. Founded in 2017 by two industry veterans with over 30 years of experience, the firm serves international families in the U.S. and abroad, including globally-oriented Americans, expatriates, and foreign nationals. The firm is committed to building lasting client relationships based on trust, wise counsel, investment results, clear communication, and service that exceeds expectations. Cross Border Wealth is independent, attentive, and free from conflicts of interest, prioritizing the needs and best interests of its clients above all else.
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