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.

Banking

Investment Management

Excelsis Global Private Wealth

Excelsis Global Private Wealth's headquarters in McAllen, United States

Excelsis Global Private Wealth

Org chart

Teams

Offices

Similar companies