With our cultural knowledge and financial expertise We offer wealth management services with

Integrity

And open a world of opportunity

With our cultural knowledge and financial expertise We offer wealth management services with

Loyalty

And open a world of opportunity

With our cultural knowledge and financial expertise We offer wealth management services with

Safety

And open a world of opportunity

With our cultural knowledge and financial expertise We offer wealth management services with

Privacy

And open a world of opportunity

Overview

With over 175 years of combined financial services experience, Excelsis Global Private Wealth comprises five teams of advisors, 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.

175

years of combined financial services experience

5

teams of
advisors

2

fluent languages: English and Spanish

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. From Excelsis, you can expect the highest level in personal service.

Experienced Wealth Advisors

Our five teams of advisors bring a depth of financial experience, cultural knowledge and utmost integrity to every relationship.

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Call On Us Today

Excelsis advisors are committed to the highest level of personal service and are always available to our clients.

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Resource Partners

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.

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