You’ve Worked Hard
to Build Your Career
We’ll help you stay on track with individualized financial support
Cross-border strategies for business owners and professionals who live and work across the U.S.–Mexico border
Expertise on your full financial picture, from taxes and insurance to retirement and legacy
Guidance for your business and your personal finances, to keep you and your family secure
Trusted Financial Planners
in McAllen, TX
When you work with The Chapa & Salinas Private Wealth Group, you get planning with purpose.
Our team of bilingual fiduciary advisors are proud to offer a comprehensive suite of services designed to help you develop a cohesive strategy for your financial future.
As independent financial advisors, 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.
Meet Our Team
Full bilingual support to help you build a financial
roadmap and bring it to life
Financial Planning and Wealth Management Services
Services for International Clients
We work with international entrepreneurs and families who have built meaningful businesses and want their wealth to endure. For clients residing outside the United States we design strategies that protect capital, strengthen succession plans, and create lasting financial continuity for future generations.
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Services for
US-Based Clients
Our founders bring a wealth of experience and diverse backgrounds, enabling us to effectively support and guide domestic clients in achieving their goals.
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Ready to get the financial
guidance you deserve?
We’re here to walk you through your options and help
you shape your financial future, one step at a time.
1
Connect + Align
Share your story and learn about our approach and fees by starting with our relaxed, obligation-free 15-minute intake call.
2
Elevate + Engage
Once we agree there’s a strong mutual fit, we seamlessly start onboarding, and will handle every detail in setting up your accounts.
3
Plan + Evolve
As your financial partners, we’ll continue to manage your finances with care and clarity, supporting you with a service that evolves with you.