Contact Us

Excelsis Global Private Wealth provides the highest level of service for successful individuals, business owners and multigenerational families seeking effective financial planning and solutions, in a relationship defined by trust, integrity and privacy.

Please contact an Excelsis team to schedule an appointment to discuss your particular interests in confidence.

The Lopez Private
Wealth Group

200 South 10th Street, Suite 501
McAllen, TX 78501

956-468-2171

[email protected]

The Guerrero Private
Wealth Group

200 South 10th Street, Suite 501
McAllen, TX 78501

956-468-2164

[email protected]

The Chapa & Salinas
Private Wealth Group

200 South 10th Street, Suite 501
McAllen, TX 78501

The Ordorica & De La
Garza Private Wealth Group

Carlos De La Garza
6999 McPherson Rd., Suite 104-105 Ofc #5
Laredo, TX 78041



Javier Ordorica
200 South 10th Street, Suite 501
McAllen, TX 78501

956-468-2170

[email protected]

The Perez Private
Wealth Group

40 NE Loop 410, Suite 608
San Antonio, TX 78216

210-460-2025

[email protected]

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