Integrated Tax*, Financial and Investment
For Individuals, Families and Business Owners with US and Swiss Ties
You love living abroad. You're on an exciting adventure filled with new challenges and opportunities. It's a dream come true. And yet, straddling between two different tax worlds and financial systems can be time consuming, confusing and stressful. What’s worse, reaching out to countless professionals hasn’t helped. All you ever find is limited advice or contradictory answers. There has to be a better way.
Fortunately, there is. Our professional team at Swiss American Wealth Advisors understand how the different pieces of your US and Swiss financial puzzle best fit together. We work in partnership with clients like you to streamline and simplify, so that your money is working for you, instead of you working for your money.
Go live the life of your dreams that brought you here. We’ll take care of the rest.
*The tax services provided are considered an outside business activity and are not offered through Dynamic Wealth Advisors.
Why Swiss American Wealth Advisors?
Swiss and US Tax, Investment, and Financial Specialists
Our fiduciary and multi-credentialed team knows the environment you live in and understands the little details to meet your specific needs.
Multinational, Multilingual, US Immigrants and US expats
With decades of experience walking in your shoes, we can guide the financial lives of individuals and families like yours just like we did with ours.
Complete Coordination of all US and Swiss Financial Needs
Work with just one advisory firm to coordinate all of your US and Swiss taxes, investments, and financial decisions.
US and Swiss Individual, Family and
Business Owner Success Stories
Swiss family relocating to the USA
The B. family are a Swiss family of five, planning a relocation from Basel to Texas where Andreas has accepted a position with the US branch of his Swiss employer. They need assistance making important financial decisions related to their Swiss assets, taxes and Andreas’ executive compensation.Read More
American trailing spouse in Switzerland
Amy followed her fiancée to Zurich from New York City a year ago, not knowing where the relationship would lead. Having decided to get married and to stay in Zurich indefinitely, Amy needs help getting set up as an independent professional in Switzerland.Read More
Tax Worries in Switzerland
Laura and Jake moved to Switzerland twenty years ago. Jake is a beneficiary of his mother’s US trust and, after receiving a letter from the IRS, he is worried that he may be in tax trouble in the USA. They decided to look for an advisor who could help them review their US and Swiss tax situation.Read More
Swiss American Wealth Advisors Services
Distinct Services to Meet your US/Swiss Crossborder Financial Needs
Our SAWA Trailblazer™ service is a one-time comprehensive analysis of your finances to help align your wealth with your dreams, goals, purpose, and values. Fees are based on complexity and range from $9,914 to $20,000.*
Our SAWA Explorer™ services are limited-scope financial plan engagements for your relocation between the USA and Switzerland, naturalization, or expatriation. Fees are based on complexity and range from $4,532 to $18,480.*
Our SAWA Navigator™ service is ongoing comprehensive planning for clients choosing to delegate implementation and recalibration of their financial planning. Fees are based on complexity, with a subscription starting at $711/month.*
You've worked hard for your education and money. We want to make sure nothing happens to it.
We only work with leading institutions so you can feel confident knowing that your money is safe today, tomorrow, always.
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*AS FEATURED IN
*Marina Hernandez was featured in the above-referenced publications. Being included in these publications does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial for Marina Hernandez by this publication. These publications do not suggest that any of his clients or prospective client will experience a higher level of investment performance.