International Financial Services for Global Clients
With the opportunity in the United States comes complexity. With our Mexican-born founders and a focus on full support for Spanish-speaking clients, we’re here to help you navigate the unique challenges that come with being an immigrant or dual citizen.
NexusPath+
Connecting Your Financial Journey
At The Chapa & Salinas Private Wealth Group, we understand that your financial success requires an integrated and personalized approach. That’s why we developed NexusPath+, a streamlined process designed to connect all aspects of your financial life—helping you protect, grow, and preserve your wealth.
The NexusPath+ Process
Connect + Align
Where relationships take root and the right fit comes into focus.
This phase begins with our “No-Stress Prospect Process”—a calm, thoughtful approach where we take time to listen to your story and share how we work. It’s a chance to explore alignment openly, with no pressure or commitment. We only move forward if there’s a strong mutual fit.
As part of this phase, we also explain our fee structure clearly and transparently—because we believe trust starts with full clarity. Once we all agree that the fit is right, we seamlessly move into onboarding—handling every detail to set up your accounts with care, clarity, and confidence. This is where our financial partnership begins.
Elevate + Engage
Where your Five-Star Client Experience begins—and goes far beyond the numbers.
This phase doesn’t start and stop—it lives across every part of our relationship. From the moment we align, you’re supported through a service experience that evolves with you.
Your Five-Star Client Experience means thoughtful communication, timely guidance, and personalized attention—no matter where you are in your financial journey. Whether you’re just getting started, building a plan, or refining strategies over time, this ongoing engagement ensures we’re always aligned with your needs, preferences, and priorities.
From personalized planning and ongoing communication to proactive check-ins and evolving support, everything is tailored to your goals, your lifestyle, and the legacy you want to leave behind.
This phase sets the tone for a long-term, elevated experience—one that adapts with you and always keeps your bigger picture in focus.
Plan + Purpose
Where your goals become strategy—and your plan takes shape.
In this phase, we translate everything you’ve shared with us—your vision, priorities, lifestyle, and financial complexity—into a thoughtful investment and portfolio strategy.
Whether you’re planning for family wealth preservation, your retirement, expanding a business, or seeking global tax efficiency, this is where your plan is custom-built. We consider your time horizon, risk tolerance, residency (U.S. or international), and financial goals to develop a personalized roadmap.
Our team designs your investment architecture with intention—aligning asset allocation, structure, and flexibility to support the future you’re working toward.
Legacy + Continuity
Where wealth meets legacy—and your impact continues.
This phase is about long-term stewardship. Whether you’re preparing for succession, caring for family across borders, supporting causes you believe in, or simply protecting what you’ve built—this is where we design strategies to ensure your wealth expands to future generations.
We help you think beyond accumulation, guiding you through estate structures, gifting strategies, cross-border considerations, trusts, and tax efficiency aligned with your personal values and long-term goals.
Whether you are passing on a business, supporting future generations, or creating a charitable legacy, we focus on preserving not just your assets—but your vision.
