Founded in 2021, Excelsis Global Private Wealth is an independent global wealth management consortium of five teams of experienced wealth advisors serving U.S. and international clients. Our highly collaborative teams include:
The Lopez Private Wealth Group
The Guerrero Private Wealth Group
The Chapa & Salinas Private Wealth Group
The Ordorica & De La Garza Private Wealth Group
The Perez Private Wealth Group
With over 175 years of combined financial services experience, our advisors are each 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.
Please see www.excelsisgpw.com for important related disclaimer.
Company Details
- Employees
- 16
- Founded
- -
- Address
- 200 South 10th Street,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://excelsisgpw.com/
- Keywords
- McAllen.
- HQ
- McAllen, TX
Excelsis Global Private Wealth Questions
Excelsis Global Private Wealth's website is https://excelsisgpw.com/
Excelsis Global Private Wealth's LinkedIn profile is https://www.linkedin.com/company/excelsisgpw
Excelsis Global Private Wealth has
16 employees.
View email and phone details for 16
employees at Excelsis Global Private Wealth.
Excelsis Global Private Wealth's industry is
Financial Services
Excelsis Global Private Wealth's top competitors are
Pwa Private Wealth Advisors Ag,
Hp,
Doble Lebranti Financial Group Llc,
Sanctuary Wealth,
B-Ex Inc.,
Babson Healthcare And Biotech Club,
De Groote Financial Group,
Excelsis - Chapa And Salinas Private Wealth Group,
Yas Chicken,
Mitchell Energy Services.
Excelsis Global Private Wealth's categories are Financial Services
Excelsis Global Private Wealth's founding year is 2021
