US-BASED ADVISORS

International approach

In collaboration with Swiss professionals

US-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their clients.

US advisers can develop relationships and networks with Swiss wealth managers, tax advisers, trustees and other wealth management-related service providers.

Their quest is to avoid a home-biased-only strategy and gain a cutting-edge over their "US-only" competition, providing their clients with added-value by advising them on adding an international dimension to their US-based investment portfolios, being prepared for unexpected developments which may occur on the market.

Many Swiss SEC-registered wealth managers are happy to co-counsel with a US adviser. A Swiss-based, internationally-diversified investment portfolio complements a US investment portfolio already in place back home.

ALPEN WEALTH Advisory Group

Chicago, IL

ANGELINA CARLETON LEGACY PLANNING

Beverly Hills, CA

GLOBAL TAXES, LLC

New York, NY

HK WEALTH MANAGEMENT, INC.

Los Angeles, CA

HOLLAND & KNIGHT LLC

With over 1,400 lawyers in US and international offices and legal colleagues in over 40 countries around the world, Holland & Knight serves clients globally.
Tampa, FL

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC

West Hartford, CT

KEVIN J. MOORE & ASSOCIATES

Pasadena, CA

RDK Advisors  

Miami - Fort Lauderdale - Palm Beach, FL

Rising Star Financial

Palm Beach Gardens, FL
Dallas, TX

ROTELLA CAPITAL MANAGEMENT

Bellevue, WA
If you are a US-based adviser and would like to get listed, please contact us for further information.
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The listed SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 and Part 3 on the IAPD website.
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