Founded in 2021, Excelsis - Chapa and Salinas Private Wealth Group is an independent global wealth management serving U.S. and international clients. Our highly collaborative teams include:
Erasmo Salinas
Florentino Chapa
Eliud Garza
Angelica Avila
Claudia Ancer
With over 40 years of combined financial services experience, our team is skilled in providing international and domestic clients with differentiated wealth management services. We are bilingual, fluent in English and Spanish, and are proud of our deep roots in South Texas. Our valuable work experience is enhanced by our advanced academic degrees in international business, finance and banking.
We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.
We work together to provide our clients with asset protection, capital preservation, and objective advice for how to best manage their financial affairs. Free from corporate ownership that would place shareholders ahead of clients, our independence gives us the freedom and flexibility to tailor our recommendations by accessing unlimited solutions from industry-leading sources, including banking, lending, investments, financial planning, and estate planning.
We invite you to call on us to discuss how we can best serve your relationship as we explore ways to optimize your wealth management with goals-driven planning, sound strategies, and safe and secure recommendations.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Mcallen, Texas 78501, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.excelsisgpw.com
- Keywords
- McAllen.
- HQ
- McAllen, Texas
Excelsis - Chapa And Salinas Private Wealth Group Questions
Excelsis - Chapa And Salinas Private Wealth Group's website is http://www.excelsisgpw.com
Excelsis - Chapa And Salinas Private Wealth Group's LinkedIn profile is https://www.linkedin.com/company/chapaandsalinaspwg
Excelsis - Chapa And Salinas Private Wealth Group has
2 employees.
View email and phone details for 2
employees at Excelsis - Chapa And Salinas Private Wealth Group.
Excelsis - Chapa And Salinas Private Wealth Group's industry is
Financial Services
Excelsis - Chapa And Salinas Private Wealth Group's top competitors are
Excelsis Global Private Wealth,
Sanctuary Wealth,
Bloomberg News,
Knighthead International.
Excelsis - Chapa And Salinas Private Wealth Group's categories are Financial Services
Excelsis - Chapa And Salinas Private Wealth Group's founding year is 2020
