Excelsis Global Private Wealth
200 South 10th Street, McAllen, TX 78501
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200 S 10th St Suite 501, McAllen, TX 78501, United States
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About the Business
Excelsis Global Private Wealth is a finance institution located at 200 South 10th Street in McAllen, Texas, United States. With over 175 years of combined financial services experience, our five teams of advisors are skilled in providing wealth management services to both international and domestic clients. We are bilingual, fluent in English and Spanish, and deeply rooted in South Texas.
Our advisors have advanced academic degrees in international business, finance, and banking, and are committed to providing personalized service to each client. We offer goals-driven planning, sound strategies, and secure recommendations to help optimize your wealth management.
As an independent wealth advisory firm, we provide objective advice and effective solutions for navigating the complex financial challenges of preserving, growing, and transferring assets across borders and generations. Our advisors are registered representatives of Sanctuary Securities Inc. and investment advisor representatives of Sanctuary Advisors, LLC.
At Excelsis Global Private Wealth, you can expect the highest level of personal service, cultural knowledge, and integrity in every relationship. Contact us today to see how we can help you achieve your financial goals.
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