Pittsburgh, PA Office
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Cross Border Wealth, LLC
Team
Firm-wide stats for Cross Border Wealth, LLC
About
Cross Border Wealth serves high-net-worth individuals, trusts, estates and business entities, with an explicit focus on expatriates, Americans living abroad and foreign nationals. The firm provides non-discretionary portfolio management, financial planning and pension consulting, and typically allocates client accounts primarily to exchange-traded funds (ETFs).
CBW operates in an advisory, non-discretionary model: advisors make recommendations, obtain client authorization before placing trades, and conduct periodic account reviews. Their analysis combines fundamental and technical approaches and deploys a mix of long-term and shorter-term strategies with integrated risk-management procedures.
The firm’s client mix and service set are notable for a significant non-U.S. client base and cross-border specialization, while managing approximately $221.9 million of client assets on a non-discretionary basis — a profile that is uncommon among similar team firms. In addition to portfolio management, CBW offers targeted pension consulting for U.S. and U.K. plans and guides clients through plan conversions, delivered by a small team of six advisors.
Based on Cross Border Wealth, LLC
Location
6425 Living Place, Suite 200
Pittsburgh PA 15206
Advisors at this office
1
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