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Do you have a US 401k or IRA?
Your current plan may be less efficient overseas.

401k management for non-US residents has unique challenges.

In many cases, relationships that worked well while in the US aren't as efficient overseas. Working with a firm familiar with the international 401k space can help optimize your US retirement assets by incorporating strategies designed for global clients:

  • Cross-border 401k specialist
  • International rollovers
  • Distributions for non-US residents
  • Currency risk mitigation
  • Multi-currency account
  • Compliant investment options
  • US custodial relationships
  • SEC registered firm

Get your free guide today!

About Us

Cross Border Wealth is a U.S.-based Registered Investment Advisory firm born out of the necessity for a new class of investment advisor, one with greater global perspective. While most financial firms work primarily within the United States, our philosophy of diversification and a cosmopolitan mindset compel us to think and invest differently—like global citizens. Whether you need help managing a UK pension is (should be in) the USA, an advisor for your Self Invested Personal Pension (SIPP) or QROPS, or a global approach to your 401(k), 403(b) or IRA, we are here to share our expertise.

Learn more