Our Teams

With the efficiency of sharing operational resources, each Excelsis team works in a collaborative environment, committed to provide our clients with the best possible experience. Our teams are joined by the diligence of our work ethic, a passion to care for our clients, and the personal values to drive our relationships.

The Lopez Private
Wealth Group

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"We believe in building true relationships with clients. Clients offer us their trust and confidence; therefore, we strive to provide a premier level of service and extensive resources to assist them in reaching their personal and financial goals. It’s always about putting the needs of clients first. We are committed to serving them with loyalty, honesty, and integrity."

The Chapa & Salinas
Private Wealth Group

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“The most important way we help our clients is by carefully analyzing their personal and financial information to develop and implement a robust finanical plan that is tailored to help them define and pursue their financial objectives and goals. Because circumstances change over time, we actively review these plans, ensuring that they are updated as our clients’ goals evolve.”

The Guerrero
Private Wealth Group

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"The relationship between a client and their advisor must be based on trust. There is a mutual benefit to building a long-term, lasting relationship, but there must be clear and open communication. The advisor must keep the client informed and educated about decisions and possible outcomes, and the client must be honest about expectations and goals, especially when they change. If there is this bond of trust, the relationship can be truly rewarding for the client."

The Ordorica & De La Garza
Private Wealth Group

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"Great advisors establish a personal bond with their clients, creating a long-term partnership. Together, we progress with our clients through a journey, side-by-side, as we make decisions to help preserve and grow our clients' wealth. With our vast access to financial and investment resources, our expertise, and our commitment to excel, we can create a financial plan that is adaptable to each client’s personal goals."

The Perez Private Wealth Group

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"We are especially sensitive to our international clients’ concerns about privacy. So we handle their accounts and portfolios with the utmost discretion, providing for a confidential and secure environment for all our client interactions. We are committed to transparency, honesty and integrity in managing all of our client relationships. As their trusted financial advisor, we help our clients preserve their wealth for retirement purposes, and to transfer it to future generations."