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We primarily serve business owners, high-earning professionals, cross-border families with ties to the U.S. and Mexico, and multigenerational families with investable assets typically ranging from $500,000 to $25M+.

Yes. We work with clients in both English and Spanish, and we communicate in whichever language makes the most sense for you. For many of our clients, financial conversations happen most naturally in Spanish, and we are fully prepared to meet you there. Clarity matters too much to let language get in the way of it.

We serve clients across the full U.S.–Mexico corridor, including McAllen, Mission, Edinburg, Reynosa, Monterrey, and surrounding areas on both sides of the border. Our client relationships reflect the way people in this region actually live, with businesses, families, and financial decisions that do not stop at the river. If your financial life spans both countries, that is exactly who we are built to serve.

It means building a financial strategy that accounts for assets, tax obligations, estate structures, and legal considerations in both the U.S. and Mexico. Instead of managing each country separately, we bring everything into one coordinated plan.

We operate with a family-office style mindset, meaning we take a structured, long-term view of your full financial life rather than focusing on individual products or transactions.

We typically work with clients who have $500,000 or more in investable assets, though we evaluate each relationship based on fit and complexity.

Investment advisory services are offered through LPL Financial, a registered investment advisor. When providing investment advice, we are held to a fiduciary standard.

Arbos Wealth operates as an independent advisory firm affiliated with LPL Financial, Member FINRA/SIPC, one of the largest independent broker-dealer networks in the United States. This relationship means your accounts are held with an established, regulated institution with the infrastructure, investment platforms, and oversight that clients with complex financial lives require. As an independent firm, Arbos retains the flexibility to put your needs first, while LPL Financial provides the institutional backing that supports our work.

Yes. A significant portion of our clients operate businesses or hold interests on both sides of the border. We coordinate financial planning, investment management, and generational planning around that reality.

It begins with a discovery conversation where we learn about your goals, your financial picture, and the specific complexity you’re facing. From there, we determine if there’s a good mutual fit and outline the next steps.

Our fee structure is transparent and may include asset-based fees, fixed planning fees, or a combination depending on the scope of services. We discuss all fees clearly before any engagement begins.