Founded to address the unique financial challenges faced by individuals living and working across international borders, Cross Border Wealth provides comprehensive, personalized financial advisory services. As a fee-only fiduciary, the firm is legally obligated to act in its clients' best interests, offering unbiased advice on matters including US tax planning, retirement strategies (401k, IRA), investment management, and navigating the complexities of multi-jurisdictional financial life. Their mission is to simplify the financial lives of the globally mobile, ensuring they can meet their goals regardless of their location.

Founded in

United States