EXCELSIS GLOBAL PRIVATE WEALTH

Excelsis Global Private Wealth is a consortium of five independent global wealth management teams who work together to provide our clients with the very best in asset protection, capital preservation, and objective advice for how to best manage their financial affairs... Excelsis is an independent wealth advisory firm, providing objective advice and effective solutions for navigating the complex financial challenges of preserving, growing, and transferring assets across borders and generations... Behind the intelligent solutions we recommend to our clients, we provide an elite-level of service to handle the sophisticated needs of our clients, who require personal attention, privacy and discretion. Integrity defines the relationships we build with our clients, as we work hard every day to earn their trust. We make ourselves available to our clients at all times. Their needs are our highest priority.

Also known as: Excelsis

Primary location: Mcallen United States