Verified email-pattern data for Excelsis Global Private Wealth is currently limited. You can still use the company insights and contact sections below.
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
- 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
Babson Healthcare And Biotech Club,
B-Ex Inc.,
De Groote Financial Group,
Doble Lebranti Financial Group Llc,
Hp,
Pwa Private Wealth Advisors Ag,
Excelsis - Chapa And Salinas Private Wealth Group,
Mitchell Energy Services,
Yas Chicken,
Sanctuary Wealth.
Excelsis Global Private Wealth's categories are Financial Services
Excelsis Global Private Wealth's founding year is 2021
Explore related pages
Related company profiles:
Companies like Excelsis Global Private Wealth
Top Excelsis Global Private Wealth Employees
-
Marlen Lopez
Senior Wealth Advisor, Managing Partner At The Lopez Private Wealth Group Of Excelsis Global Private Wealth
Greater Mcallen Area, United States1wellsfargoadvisors.com -
Florentino Chapa
Senior Wealth Advisor, Managing Partner At The Chapa & Salinas Private Wealth Group Of Excelsis Global Private Wealth
Greater Mcallen Area, United States -
Zonia Pullen
Senior Wealth Advisor
Brownsville Metropolitan Area, United States, United States -
Eliud Garza
Wealth Advisor At The Chapa & Salinas Private Wealth Group Of Excelsis Global Private Wealth
San Antonio, Texas, United States, United States2wellsfargoadvisors.com, gmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Aero Online
Your AI prospecting assistant
Select data to include:
Total price:
$0.00
0 records × $0.02 per record
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 10 free credits.
Search the #1 Contact Database
Get contact details of over 750M+ profiles across 60M companies – all with industry-leading accuracy. Sales Navigator and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.