Full bilingual support to help you build a financial road map and bring it to life
Delivering individualized financial guidance for domestic and international families
Comprehensive financial guidance in McAllen, TX — Se habla Español
When you work with The Chapa & Salinas Private Wealth Group, you get planning with purpose.
We’re a team of bilingual fiduciary advisors in McAllen, TX, who are proud to offer a comprehensive suite of services designed to help you develop a cohesive strategy for your financial future.
And as an independent financial advisory, we aren’t limited to what products we can offer since we are not beholden to a larger corporation’s approved investments.
The most important way we help our clients is by carefully analyzing their financial information to develop and implement a robust financial plan tailored to help them define and pursue their goals.
Operations & Client Service Manager
Wealth Advisor
The backgrounds and experience of our founders make us uniquely positioned to guide non-native-born citizens and immigrants.
To provide valuable information and insights that help clients understand financial concepts and make informed decisions.
We’re here to walk you through your options and help you shape your financial future, one step at a time.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Excelsis Global Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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