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Integrated Tax*, Financial and Investment
Advisory Services

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.

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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.

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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.

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Swiss American Wealth Advisors Services

Distinct Services to Meet your US/Swiss Crossborder Financial Needs

SAWA Trailblazer™

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 for this six-month project are based on complexity and range from $17,820 to $31,050.*

Are you on track to meet your financial and life goals? Is there anything you’re doing financially that you’re not 100% confident with? Trailblazers receive a comprehensive roadmap of recommendations on the planning areas of tax, retirement, investment, insurance/risk, estate, and business. After our planning process is finished, you have the option of implementing the planning recommendations on your own (DIY), with another advisor, or with us through our SAWA Navigator™ service.

SAWA Explorer™

Our SAWA Explorer™ services are limited-scope, private one-day workshops, focused on helping you navigate US-Swiss life events or crossborder planning needs. Fees start at $3,835* for a one-day workshop (5 hours face-to-face, 8 hours total service).

If you are a DIY kind of person who wants to validate, clarify, and/or improve your strategy with the guidance of an experienced US-Swiss cross-border professional, this service is right for you. We will discuss tax, retirement, cash flow, banking, financing, reporting, and other relevant considerations together and provide recommendations for you to implement on your own. Explorer Workshops ™are ideal for US-Swiss relocations, adopting or renouncing a second citizenship, reducing your combined US + Swiss tax, and similar matters. 

SAWA Navigator™

Our SAWA Navigator™ service is ongoing, comprehensive planning for clients choosing to delegate implementation and recalibration of their financial planning to a professional team. Fees are complexity-based, with subscriptions from $16,500 to $55,000/year*

Do you prefer not to go it alone? Are you looking for a professional financial advocate to guide you through life's inevitable changes? Do you believe your time is best allocated to other life priorities? If you believe that partnering with an experienced US-Swiss crossborder team that proactively stays a step ahead of complex US-Swiss financial and tax law changes and is always on your side to guide you through life events will give you clarity and peace of mind, the SAWA Navigator™ service is for you.

Tax
Planning

Investment
Services

Retirement
Planning

Charitable
Planning

Estate
Planning

Business
Planning

Executive
Compensation

Relocation
Planning

Expatriation
Planning

Financial
Wellness

Have Peace
Of Mind

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.

Helpful Guides So You Can Make the Best Decisions

Get Our Most Popular Guides Delivered to Your Inbox
Three Key Pre-Immigration Planning Strategies for Swiss families moving to the USA Get the Guide
12 Common US and Swiss Tax Return Mistakes to avoid as an American in Switzerland Get the Guide
Key Considerations for Swiss Resident Beneficiaries of US Trusts Get the Guide

*AS FEATURED IN

Spotlight on Cross-Border Tax Adviser Marina Hernandez

Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA

Financial Planning Considerations for Americans Working Abroad

Upheaval, Values, and Adaptability in the Profession

‘HELP! I received my third stimulus payment check abroad. How can I cash it?’

Top 16 U.S. Expat Tax Myths – Part 2

Top 16 U.S. Expat Tax Myths – Part 1

*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.

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