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 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+1 (646) 688-5333
New York Office
230 Park Avenue
4th floor West
New York, NY 10169
USA
+1 (646) 688-5333
Pittsburgh Office
6425 Living Place
Suite 200
Pittsburgh, PA 15206
USA
+63 (917) 701-8510 (mobile)
+63 (02) 7217-1750 (phone)
Manila Office
10th Floor One Griffinstone Building, Commerce Ave. cor. Spectrum Midway, Alabang, Muntinlupa City, Metro Manila
Philippines