How do I get started with 49th Parallel Wealth Management?

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.

Do I need to have a high net worth to work with you?

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.

What services do you offer besides investment management?

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.

Can you help with both Canadian and U.S. domestic only individuals?

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.

: What makes 49th Parallel Wealth Management different from other financial advisors?

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.

Investment Management (U.S. Only) - 49th Parallel Wealth

Tailored portfolios. Active oversight. Personal touch.

Personalized Investment Strategies

We don’t believe in cookie-cutter portfolios. Our approach begins with a deep understanding of your goals, risk tolerance, and timeline. From there, we build an optimized portfolio that works in alignment with your objectives.

◊ Risk-based asset allocation
◊ Tax-aware investing
◊ Goal-oriented portfolio design

Geographic and Sector Diversification

alt="" width="1" height="1" />Although your accounts are in the U.S., our insights are global. We incorporate diverse sectors and market segments to minimize risk and enhance long-term performance.

◊ Exposure across multiple U.S. sectors
◊ Insights from global market movements
◊ Balanced risk and return profiles

Ongoing Portfolio Oversight

Your portfolio is never on autopilot. We continuously monitor and adjust based on market conditions, personal life changes, and shifting goals. We meet regularly with you to ensure your strategy remains aligned.

✔ Performance reporting
✔ Periodic rebalancing
✔ Proactive advisor check-ins

Focused on U.S.-Only Solutions
Client-Centered Investment Philosophy
Regulatory & Fiduciary Compliance

Why Choose 49th Parallel Wealth Management?

Our disciplined, U.S.-only strategies are built for those who want clarity, precision, and a long-term partner in their financial success.

Let’s Build a Smarter Investment Future Together

Our disciplined, U.S.-only strategies are built for those who want clarity, precision, and a long-term partner in their financial success.

You don’t need to live abroad to benefit from cross-border expertise. In fact, many of our clients reside and work entirely within the U.S. or Canada. What sets our approach apart is the depth and precision that comes from navigating two complex financial systems. Cross-border advisors are trained to spot what others miss—whether it’s optimizing tax strategies, coordinating accounts across jurisdictions, or planning for future mobility. This level of diligence means even our domestic clients enjoy more thorough, forward-thinking, and globally aware financial planning.