About Us

When you work with The Chapa & Salinas Private Wealth Group, you get planning with purpose.

At the The Chapa & Salinas Private Wealth Group, we believe in building relationships based on trust, transparency, and a tireless dedication to our clients’ financial goals. Whether you are a U.S.-based client, an international client, our experienced bilingual team is here to assist you in managing your personal wealth, planning for your family’s future, or structuring your finances. No matter your financial needs, we have tailored solutions to help you achieve your goals.

Who We Are

Excelsis GPW – The Chapa & Salinas Private Wealth Group is an independent financial advisory firm dedicated to offering customized wealth management solutions. With over 20 years of experience and more than $325 million in assets under management, we specialize in guiding individuals, families, and businesses through the complexities of financial planning. Our approach is built on flexibility, independence, and a deep understanding of our clients’ unique financial needs.

Our Mission

Our mission is to provide highly personalized financial services that prioritize the well-being and financial security of our clients. We develop customized strategies for investment management, wealth preservation, retirement planning, and estate planning to help clients achieve their long-term financial aspirations. With a commitment to transparency, ethics, and professionalism, we strive to build lasting relationships based on trust and excellence.

Our Commitment

Through our strategic partnerships with Sanctuary Wealth and BNY Mellon Pershing, we offer access to cutting-edge financial technology, global investment opportunities, and a secure custodial platform. This enables us to deliver world-class service while maintaining a boutique, client-focused experience.

At Excelsis GPW – The Chapa & Salinas Private Wealth Group, we don’t just manage wealth—we build lasting legacies. Let us be your trusted partner in securing your financial future.

Advisors

Florentino Chapa

Senior Wealth Advisor | Founding Partner

Since 2003, Tino has specialized in helping international clients address their financial concerns and develop sound strategies tailored to their unique needs. With extensive experience in cross-border financial planning and navigating major market shifts, Tino is committed to delivering the personalized investment planning services his clients deserve.

Before co-founding Excelsis – The Chapa & Salinas Private Wealth Group in 2021, Tino provided tailored financial advice for individuals and families in both the U.S. and Mexico at Wells Fargo Advisors since 2010. His career began in 2003 as a financial advisor with JPMorgan Chase in McAllen, Texas, where he built his foundational investment knowledge.

Tino emigrated from Mexico to attend the University of Texas Pan American (now UT-Rio Grande Valley), earning a bachelor’s degree in international business management. His post-college career includes management positions at Walmart, Coca-Cola, and Merck, further broadening his expertise in business management and financial planning.

Tino’s dedication to his clients and his extensive experience in international and domestic financial planning make him a trusted advisor for those seeking comprehensive financial solutions.

Erasmo Salinas

Senior Wealth Advisor | Founding Partner

Starting his journey in financial services in 1999, Erasmo has dedicated his career to delivering personalized investment planning services. His extensive experience during major market shifts has enabled him to develop sound strategies that focus on each individual’s specific investment needs. Erasmo specializes in assisting U.S.-based clients, particularly business owners, with retirement and tax strategy planning, and also provides expert guidance for international clients.

Prior to co-founding Excelsis – The Chapa & Salinas Private Wealth Group in 2021, Erasmo served as a financial advisor at Wells Fargo Advisors since 2010, providing personalized financial advice for families and individuals, including business owners.

He began his career as a financial advisor with JPMorgan Chase in McAllen, Texas, where he developed both his passion for serving his clients and his knowledge about wealth strategies.

Erasmo’s extensive experience in financial planning and his commitment to delivering tailored investment strategies make him a trusted advisor for both U.S.-based clients and international clients seeking comprehensive financial solutions.

Eliud Garza

Wealth Advisor
Eliud Garza has been contributing his expertise to financial planning since 2019 at Excelsis – The Chapa & Salinas Private Wealth Group. As a Wealth Advisor, he specializes in analysis and projections, consistently identifying potential opportunities for clients. His innovative approach ensures that the firm remains forward-thinking, delivering comprehensive financial strategies that adapt to today’s evolving market.

Operations

Angelica Avila

Operations and Client Service Manager
Angelica Avila has been with Excelsis The Chapa & Salinas Private Wealth Group for four years, providing clients with a seamless and personalized experience. As Client Services and Operations Manager, she ensures clients make the most of the tools available through Sanctuary and Pershing, enhancing their financial planning. Angelica oversees the operations team to ensure all client needs are addressed efficiently. Her focus on delivering exceptional service is what sets the firm apart in the financial advisory space.

Claudia Ancer

Client Service Associate
As Wealth Associate at Excelsis – The Chapa & Salinas Private Wealth Group, Claudia Ancer ensures that clients receive exceptional service. She assists with administrative requests, provides access to the firm’s professional network, and offers concierge services that set the firm apart. Claudia is dedicated to delivering a seamless, personalized experience, making sure clients have everything they need to achieve their goals.
Cross-border Focus
Tailored Solutions
Objective Advice
Collaborative Approach
Open Architecture Platform
Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.
As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.
We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.
We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.
“The art is not in making money, but in keeping it.”
Proverb

50+

Years of Combined Experience

3

Licensed Advisors on Staff

2

Language Fluencies
(English + Spanish)

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.

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.

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Contact Us

200 South 10th Street, Suite 501 McAllen, TX 78501

[email protected]

956-468-2165

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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.

©2025 Excelsis Global Private Wealth. All Rights Reserved.

Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

Tailored Solutions

In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.

Objective Advice

As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.

Collaborative Approach

We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.

Open Architecture Platform

We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.

Tailored Solutions

In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.

Objective Advice

As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.

Collaborative Approach

We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.

Open Architecture Platform

We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.

Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

Objective Advice

As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.

Collaborative Approach

We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.

Open Architecture Platform

We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.

Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

Tailored Solutions

In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.

Collaborative Approach

We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.

Open Architecture Platform

We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.

Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

Tailored Solutions

In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.

Objective Advice

As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.

Open Architecture Platform
We embrace new technologies and pursue a simplified, streamlined process to achieve both efficiency and effectiveness in managing our clients’ wealth. Using our open architecture platform, we are able to source solutions from a wide range of best-in-class resource partners.
Cross-border Focus

We are especially focused on the circumstances pertaining to multigenerational families with family members living or working abroad.

Tailored Solutions
In each case, we look to develop and deliver effective solutions, whether for short- and near-term lifestyle needs, for longer-term goals, or even for legacy-building aspirations.
Objective Advice
As an independent firm, we guide our clients towards achieving their goals with objective advice, professional competency, and unwavering loyalty and integrity.
Collaborative Approach
We also work in close collaboration with our clients’ other advisors to ensure that the plans and solutions we recommend take into account all financial and personal considerations, including family dynamics.