Becoming a Client is Simple
Your Path to Financial Clarity is Three Easy Steps Away
Deciding to work with a wealth advisor is a big decision. Before making the commitment, you want to make sure that
partnering with Swiss American Wealth Advisors is the right choice for you.
Our discovery process is designed to give you, and to give us, the opportunity to learn more about each other, understand
our mutual expectations and confirm that we are a good fit for working together.
How Do I Know If I Am A Good Fit?
You have family relationships, income sources, assets or business interests in the USA and Switzerland.
You want to delegate financial planning and investment decisions to a professional team working in your best interest.
Managing taxes and investments in multiple countries causes you headaches and stress.
You value objective advice that helps you grow and protect your wealth better than you can do on your own.
You are looking for a team experienced in working with multiple tax and financial jurisdictions.
You want to spend time on the things that matter most to you without having to worry about the financial details.
Step 1: Discover
Schedule your 30-minute, no obligation Discovery Call online. Find a mutually available time that best fits your schedule and come prepared with your questions about Swiss American. Our relationship is about you, so we will spend most of our time learning about you and your needs to determine if we are a mutual fit to work together.
Step 2: Propose
We’ll email you a link to complete our Financial Planning Quote form that will give us a good sense of what’s going on in your world and the complexity of your specific planning needs. We will then prepare a proposal with transparent fees, customized to you and the financial planning service that fits your needs.
Step 3: Partner
Take your time to make an informed decision at your own pace. A benefit of our planning services is that you don’t need to move any accounts to work with us. When you’re ready to partner, we’ll email you our planning agreement for your electronic signature(s) to make it official. Then we get to work!