Disclosures
General Disclosure
Cross Border Wealth, LLC is a SEC registered investment adviser. Cross Border Wealth, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Cross Border Wealth, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cross Border Wealth, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Cross Border Wealth, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cross Border Wealth, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cross Border Wealth, LLC. A copy of Cross Border Wealth, LLC’s current written disclosure statement discussing Cross Border Wealth, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or directly from Cross Border Wealth, LLC upon request at no additional cost.
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Although the firm does not charge a fee for attending the appointment whereby the attendee receives educational information, the appointment is intended to result in the attendee purchasing a product or establishing an advisory relationship.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Cross Border Wealth, LLC, throughout this website, has provided links to various other websites. While Cross Border Wealth, LLC believes this information to be current and valuable to its clients, Cross Border Wealth, LLC provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.
Cross Border Wealth, LLC may discuss and display, charts, graphs, formulas, and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.
The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
Social Media Disclosures
Cross Border Wealth, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Cross Border Wealth, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cross Border Wealth, LLC unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Cross Border Wealth, LLC has reasonable belief that the content posted by a third-party does not contain untrue statements of material fact, or misleading information regarding its advisory services.
Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information was deleted. (NOTE: an IA cannot change the comments on social media that is from a reader, except if there is personal information, misleading or fraudulent comments, or profanity.)
Cross Border Wealth, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk, possible loss of principal capital. Comments (or third-party rankings and recognitions) are no guarantee of future investment outcomes, do not ensure that a client or prospective client will experience a higher level of performance or results. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser.
Email Correspondence
Investment Advisory Services are offered through Cross Border Wealth LLC (“Cross Border Wealth”), an SEC registered investment adviser. Please remember that securities cannot be purchased, sold, or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system. Unless specifically indicated, this message is not an offer to sell or a solicitation of any investment products or other financial product or service nor is it an official confirmation of any transaction, or an official statement or advice, financial, tax or otherwise, of Cross Border Wealth. Securities and Insurance Products: * Are Not FDIC Insured * Are Not Bank Guaranteed * May Lose Value * Are Not a Bank Deposit * Are Not a Condition to Any Banking Service or Activity * Are Not Insured by Any Federal Government Agency.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone or return and delete the original transmission and its attachments without reading or saving in any manner.
Subject to applicable law, Cross Border Wealth may monitor, review, and retain e-communications ("EC") traveling through its networks/systems. The laws of the country of each sender/recipient may impact the handling of EC, and EC may be archived, supervised, and produced in countries other than the country in which you are located. This message cannot be guaranteed to be secure or error-free. Attachments that are part of this EC may have additional important disclosures and disclaimers, which you should read. By messaging with Cross Border Wealth, you consent to the foregoing.