Grow With Intention
Cross-border financial strategy for high-earners in the United States and Latin America
Our Resource Partners
Keeping your money safe and secure via our trusted partnerships with Sanctuary & the Bank of NY Mellon.
Sanctuary Wealth
Accretion Wealth Advisors is a partner firm of Sanctuary Wealth, an advanced platform for experienced, elite independent advisors. Sanctuary provides all-encompassing operational and technological support in an ecosystem of partnered independence. Through Sanctuary, we are able to access an array of proprietary and non-proprietary investment vehicles and unbiased options, including unique opportunities available only through the Sanctuary Wealth network of partner firms. Sanctuary Global is a dedicated business area to specifically support international advisors. For more information: https://sanctuarywealth.com/
Bank of NY Melon
We have selected BNY Mellon Pershing as our Custodian. Pershing is an industry leader in clearing and custody services with over $2.0 trillion in global client assets representing seven million investor accounts worldwide. Pershing is owned by BNY Mellon, which is the longest standing operating bank in the U.S., surpassing 235 years. With over $41 trillion in assets under custody, BNY Mellon is the largest custodian in the world by a significant margin.
Pershing provides clearing and custody services in 65 global markets, with execution services in over 60 markets globally and facilitating the trading and conversion of 50 currencies.
What’s Possible With Your Wealth?
Managing wealth across borders creates greater complexity and bigger questions.
You have a growing business.
Assets in the US, Mexico, and elsewhere.
And a family who will one day inherit everything you’ve worked hard for.
Am I doing enough to protect the people I love?
What am I missing?
If I leave the United States, will my assets remain accessible?
How do I keep track of changing tax laws?
Sound Like You?
We provide the greatest value to individuals and families looking to build, protect, and grow their wealth, including:
Cross-Border Business Owners
You’ve built a successful business operating across both the United States and Mexico. You’re accustomed to making important decisions, but recognize the need for specialized financial guidance and coordination.
International Investors
You’ve intentionally diversified a portion of your assets across borders. As you continue building wealth, your focus is on minimizing tax exposure, establishing a seamless wealth transfer process, and structuring wealth efficiently.
High-Income Professionals
You understand the importance of making smart, intentional wealth decisions today, but you can’t do it all on your own. To create and execute a coordinated strategy, you’re looking for professional guidance.
Our Services
Here’s how we’ll help you navigate complex financial decisions
Is It Time for a Wealth Advisor?
As your wealth grows, so can the decisions that come with it. Our complimentary guide can help you recognize when it may be time for more coordinated financial guidance.
Welcome to Accretion Wealth Advisors
Built for those whose wealth isn’t defined by borders or boundaries
As long-term wealth partners, we navigate the financial complexities that come with success—never losing sight of the people and goals that matter most to you in the process.
Our experienced advisors combine a deep understanding of cross-border wealth management and tax law with genuine relationships built on proactive, holistic guidance.
Wherever you call home, your financial life comes with many moving pieces. We’ll help you put them into place.
You Didn’t Build Wealth Just to Worry About It
You’re creating a better life and legacy for the people you love. We’re here to help.
Explore Our Insights
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Your Business Has a Financial Plan. Do You?
READ THE BLOG: Your Business Has a Financial Plan. Do You?Business owners spend years planning for the future of their companies. Revenue. Expenses. Employees. Financing. Expansion. Taxes. Competition. Succession. Ask a successful owner about…
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I live in Mexico but have Investments in the United States. What Should I be Thinking About?
READ THE BLOG: I live in Mexico but have Investments in the United States. What Should I be Thinking About? -
Why Accretion? What Our Name Says About the Way We Think About Wealth
READ THE BLOG: Why Accretion? What Our Name Says About the Way We Think About Wealth