Discovery Call

Discovery

Let's Discover Ways
to Streamline

Your US and Swiss Finances

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 - Make an Appointment

Schedule your 30-minute, no obligation discovery call online. Find the time in our calendar that best fits your schedule and provide as much or as little information about your situation and your motivation to reach out to us as you feel comfortable. Come prepared with your questions and let’s have a conversation.

Step 2: Select – Choose the Right Service Level for You

If we determine that we are a good fit for working together, we will recommend the service level that based on our experience, will deliver the best value for your situation and needs. We will provide additional information about our firm, services and business philosophy, to help you decide how to move forward. We are looking for long-term client relationships and we want you to make an informed decision at your own pace.

Step 3: Dive in – Begin your journey towards financial wellbeing

When you are ready, we will sign the required paperwork and schedule your first Deep Dive client meeting. We will set up your dashboard, collect and organize your documents, discuss your priorities, and come up with a plan that addresses what matters most to you. Clarity does not end with this initial meeting. This is where the journey begins.

You now have a partner for those life’s moments, expected and unexpected, that will require revisiting your financial priorities and making course corrections. Think of us as your Financial Global Positioning System. You can rely on us for guidance, no matter what life brings your way.

Schedule a No Obligation Discovery Call Today

Schedule Here

Still Have More Questions?
No Problem. Read the FAQs.

Swiss American Wealth Advisors provides US tax return review services as part financial planning, but it does not prepare tax returns. One of our founders, Marina Hernandez, is also a credentialed tax professional. Her tax preparation firm, MHTax, prepares US tax returns for a few of our clients. This service is independent from Swiss American and our clients are not required to use it.
Swiss American Wealth Advisors provides Swiss tax return review services as part of financial planning, but it does not prepare Swiss tax returns. For clients of both Swiss American and MHTax, MHTax offers coordination with a Swiss tax firm to prepare both the US and Swiss tax returns using a unified client portal and document exchange system. This service is independent of Swiss American and requires separate engagements with the tax preparation firms.
Yes. Although we manage investment assets for most clients, we do not require a minimum asset level to work with us and occasionally we work with clients with no asset management needs. Our minimum annual fee contemplates that some of our clients are looking exclusively for financial planning services because they are just starting to build their wealth, their wealth is invested in their businesses, it is tied to real estate or in employer pensions that cannot be externally managed.
Yes. While most of our clients want us to provide services beyond financial planning, we of course also work with clients who are looking to delegate only the management of their investment accounts. Typically, these are clients who like to work with an organization that has the expertise, experience and structure to manage their investments in an international compliant manner.
We work hard to make sure your money is safe. We are members of a fee-only Registered Investment Advisor (RIA) with approximately $2.5 billion in assets under management serving over 3,500 families. We work only with top financial institutions like Charles Schwab and Fidelity as our independent custodians, and we use leading industry technology for investment management and financial planning. We hold multiple professional credentials, and we are held to a fiduciary standard, which means that we are required to always provide advice that is in your best interest, even when it’s against our own.
To minimize conflicts of interest and seek better alignment with our clients, we do not accept sales commissions or referral fees from investment product providers or independent professionals. We only receive compensation in the form of wealth advisory fees paid by our clients as detailed in their wealth advisory agreements. Our clients pay us a transparent fee for our advice.
We believe that a disciplined investment approach using portfolios that are well diversified across asset classes and regions can deliver superior long-term results. We build our portfolios with highly liquid and low-cost ETFs from established providers like Blackrock or Vanguard. We pay attention to asset location and follow a tax efficient rebalancing process to maximize after tax returns. We also offer ESG portfolio solutions for clients interested in considering environmental, social and governance factors with their investments. ESG portfolios have been the fastest growing segment in our investment offering.
Yes. We work with foreign families of different origins living in the USA, and with American families who at some point had ties to Switzerland but returned home or moved to third countries and wanted to keep working with us. Although we believe that our combined decades of experience on US-Swiss crossborder issues allows us to provide the best value to clients with those ties, our multicultural and multilingual backgrounds attract multinational clients who do not feel understood or well served by domestic focused advisors.

We believe that every person deserves access to quality financial education that can empower them to make good financial decisions. For individuals and families who are unable to retain our professional services, our public benefit initiatives support free financial education through the Crossborder Planner [free newsletter and blog], and the Crossborder Academy [free webinars], covering topics like tax reporting, tax planning, saving for retirement, benefiting charities or caring for the next generation.

Are You Ready To Streamline
Your US and Swiss Finances?

Don't wait. Start today so that
you can rest easily.

Schedule a Complimentary Call Today

Don't Miss Our Helpful Guides
So You Can Make the Best Decisions

Download Swiss American Wealth Advisors' Most Popular Guides
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