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
Apollon Wealth Management LLC

Apollon Wealth Management, LLC

Aiken, SC

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.
Follow AWS:   LinkedIn   |   Twitter    |   Facebook   |  Instagram
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice.Please read the disclaimer.
Share the page with the buttons below.