About Us

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.

Decades of experience

Personal attention, privacy and discretion

Objective and transparent advice

Alignment with your needs & goals

Safe and secure regulatory platform

Safeguarding our clients assets

The Excelsis teams have decades of experience in counseling our clients on prudent financial planning, innovative investment strategies, and tax mitigation programs. With our deep multicultural understanding and our knowledge of the banking and investments, we have the skills and capabilities to address multijurisdictional issues for clients with assets domiciled both onshore and offshore.

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.

As an independent firm, we are able to provide fiduciary care for our clients, placing their best interests above those of our firm. We are not subject to the agenda of a corporate owner, so our advice is always objective and transparent, allowing us to truly customize our recommendations and service.

We work in an open architecture environment, which means we are not limited in the solutions we can source for you from the world’s leading providers. This gives us the freedom and flexibility to find products and investment opportunities that align with your particular needs and goals.

The advisors on each Excelsis team is a Registered Representative of Sanctuary Securities Inc. (Member FINRA, SIPC) and an Investment Advisor Representative of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. These two firms are part of the holding company Sanctuary Wealth, and together these entities create the safe and secure regulatory platform behind Excelsis Global Private Wealth.

To safeguard our clients assets, we work with BNY Mellon | Pershing as our custodian. BNY Mellon is the largest custodian in the world and Pershing provides clearing and custody services in 65 global markets, facilitating the trading and conversion of 50 currencies.

Decades of experience

The Excelsis teams have decades of experience in counseling our clients on prudent financial planning, innovative investment strategies, and tax mitigation programs. With our deep multicultural understanding and our knowledge of the banking and investments, we have the skills and capabilities to address multijurisdictional issues for clients with assets domiciled both onshore and offshore.

Personal attention, privacy and discretion

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.

Objective and transparent advice

As an independent firm, we are able to provide fiduciary care for our clients, placing their best interests above those of our firm. We are not subject to the agenda of a corporate owner, so our advice is always objective and transparent, allowing us to truly customize our recommendations and service.

Alignment with your needs & goals

We work in an open architecture environment, which means we are not limited in the solutions we can source for you from the world’s leading providers. This gives us the freedom and flexibility to find products and investment opportunities that align with your particular needs and goals.

Safe and secure regulatory platform

The advisors on each Excelsis team is a Registered Representative of Sanctuary Securities Inc. (Member FINRA, SIPC) and an Investment Advisor Representative of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. These two firms are part of the holding company Sanctuary Wealth, and together these entities create the safe and secure regulatory platform behind Excelsis Global Private Wealth.

Safeguarding our clients assets

To safeguard our clients assets, we work with BNY Mellon | Pershing as our custodian. BNY Mellon is the largest custodian in the world and Pershing provides clearing and custody services in 65 global markets, facilitating the trading and conversion of 50 currencies.

All of these resources, expertise and personal services add up to the highest experience that Excelsis offers to our clients.

Your needs are our highest priority, and we are always available to handle every question and request.

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