For Americans by Americans

Specializing IN CROSS-BORDER financial planning

and wealth managemenT  

Services are fee-based, so clients are assured of impartial, independent advice.

 

Retirement

Make smart, well advised choices that will lead you on the path to financial freedom. Let us help you craft a comprehensive investment strategy, tailored specifically to your needs.

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EDUCATION

Since 1980 the cost of a college education has increased over 400%.  Make sure you have a financial plan in place so your children can achieve their educational dreams.

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TAXATION

Keep on top of complex and rapidly changing U.S. taxation laws.  Let us help you with strategies to simplify your tax compliance requirements and maximize your return on investment.

Spend more time relaxing, and less at your desk

 

With over 20 years of experience in wealth management, get financial advice from American expatriates who understand the opportunities and challenges presented by living life abroad.