Americans in Spain and Mexico have special financial needs.
Are investment management and tax preparation inhibiting your move abroad or otherwise making life harder for you?
Are you preparing to live outside of the US, either as an expat, immigrant, or digital nomad? Or are you already there? Either way, you will want to consider how you can best meet your unique financial needs.
In the past, US expats were limited to working with financial consultants who lacked depth of knowledge when it comes to managing their finances while living abroad. Unfortunately, those relationships are often quite costly.
Expat financial planning is specialized to help US citizens living abroad efficiently manage their finances while planning for the future.
At Cross Border Wealth Advisors, our name says it all. We help American expats in Spain and Mexico plan well. In particular, we help clients avoid investment pitfalls, plan taxes, and make the right choices.
Book a free consult today, so we can help catapult you to a more secure financial future.
The rewards of working with a Certified Financial Planner® add up! Your financial advisor can help you!
Have greater confidence and assurance that your financial advisor is knowledgeable and capable of providing you with sound financial advice that’s in your best interest.
"CFP Certification," Certified Financial Planner Board of Standards, accessed April 17, 2023.
Increase your investment returns through:
- Fee savings
- Tax efficient investing
- Improved risk management
Cross-border experts make the difference.
Good financial advice can potentially increase your investment returns, as compared to those who don't seek advice. Behavioral coaching alongside market knowledge makes all the difference.
At Cross Border Wealth Advisors, we are a multilingual team with a unique set of skills and qualifications. Our founder, Victor Gersten, is both an Enrolled Agent and a Certified Financial Planner®.
We have several strategic partnerships, including a special relationship with Charles Schwab. At the same time, we are an independent advisory firm with fiduciary responsibility. This means that we are legally bound to work only for you, the client, and not in the interest of any investment bank or third party.
Working with us gives you access to:
- Referrals to qualified professionals in specialty areas who understand your needs
- Help managing your investments from abroad
- Customized tax planning, recommendations, and resources
We take an educational approach that supports your making the behavioral changes you need to meet your goals. We provide personalized attention to your unique situation through frequent meetings and timely responsiveness.
While you work with us, everything will be organized comprehensively through proprietary software, which makes the process easy and transparent.
If you’d like to know more, schedule a free consultation with us.
Stay up to date with the latest in taxes and wealth management for Americans in Spain and Mexico!
Hello! We are Cross Border Wealth Advisors and are determined to help people simplify their financial lives when retiring abroad...
Hello! We are Cross Border Wealth Advisors, and we are determined to help people simplify their financial lives when retiring...
Hello! I’m Victor Gersten, CEO of Cross Border Wealth Advisors, and I’m an expat myself living in Barcelona, Spain. I’m...
