49th Parallel Wealth Management

Claimed
(480) 520-7770
9375 E Shea Blvd Suite 113 D
Scottsdale, AZ 85260
 Website

Rating: 5.0

Total Reviews: 9

Today: 8:00 AM to 7:00 PM

Financial ConsultantFinancial PlannerTax Consulting

Hours

Mon 8:00 AM to 7:00 PM
Tue 8:00 AM to 7:00 PM
Wed 8:00 AM to 7:00 PM
Thu 8:00 AM to 7:00 PM
Fri 8:00 AM to 7:00 PM
Sat Closed
Sun Closed

About 49th Parallel Wealth Management

Welcome to 49th Parallel Wealth Management, your trusted partner in cross border financial planning. We specialize in helping in retirement, individuals, trusts, charities, and businesses seamlessly manage their finances between Canada and the U.S. Our expert team provides tailored strategies for wealth management, tax optimization, retirement planning, and estate structuring, ensuring financial stability and long-term growth across both borders. We also specialize in domestic only scenarios.

Areas Served

We serve all North Americans domestic and foreign!

Services

Cross-Border Financial Planning

Managing finances between Canada and the U.S. can be overwhelming but that’s where we come in. At 49th Parallel Wealth Management, we’re passionate about helping individuals and families thrive on both sides of the border. As specialists in cross-border financial planning, our advisors deliver tailored strategies for retirement, tax planning, and wealth management. Whether you’re dealing with currency exchange, navigating expat investments, or planning your estate, we make the complex simple. Our mission is to give you clarity and confidence, so you can focus on what matters most. From the Desert to the Tundra™, we’re here to empower your financial journey—offering expert advice and personalized support every step of the way. Ready to take control? Book your FREE consultation and start your success story today.

Managing finances between Canada and the U.S. can be overwhelming but that’s where we come in. At 49th Parallel Wealth Management, we’re passionate about helping individuals and families thrive on both sides of the border. As specialists in cross-border financial planning, our advisors deliver tailored strategies for retirement, tax planning, and wealth management. Whether you’re dealing with currency exchange, navigating expat investments, or planning your estate, we make the complex simple. Our mission is to give you clarity and confidence, so you can focus on what matters most. From the Desert to the Tundra™, we’re here to empower your financial journey—offering expert advice and personalized support every step of the way. Ready to take control? Book your FREE consultation and start your success story today.

FAQ

It’s easy! Just book a free consultation through our website or give us a call. We’ll discuss your unique situation and outline how we can help you achieve your financial goals on both sides of the border.

Not at all! We work with clients at all stages of their financial journey—from young professionals just starting out, to retirees with complex cross-border needs. Our goal is to provide value, clarity, and peace of mind to everyone we serve.

In addition to investment management, we offer retirement planning, tax strategies, estate planning, and currency management all tailored for cross-border clients. We take a holistic approach to ensure every part of your financial life works together smoothly.

Yes! We specialize in cross-border complexities, but we also help with domestic only clients as well. In other words, if you only have Canadian interests we can assist and vice versa.

We specialize in cross-border financial planning for Canadians and Americans. Which in turn makes us qualified to help in all areas including domestic financial planning as well. Our team understands the unique tax laws, investment strategies, and retirement rules on both sides of the border. We focus on simplifying complex issues so you can achieve long-term financial success no matter where life takes you.

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