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!
Still Have More Questions?
No Problem. Read the FAQs.
Yes. In addition to traditional portfolio solutions, we offer sustainable investment portfolios that account for Environmental, Social and Governance (ESG) factors. ESG data on companies has become increasingly available over the last few years. This allows us to offer portfolios built with ETFs (exchange-traded funds) that exclude certain industries such as weapons manufacturers or tobacco companies. Industries included might focus on a particular theme, or aim to have a positive impact by promoting positive and limiting negative externalities. Investing in ESG portfolios involves risks, please refer to our ADV for more details.
Yes. We offer alternative investments such as private investments, hedge funds, and cryptocurrencies if you qualify as an accredited investor and when these investments are appropriate for your situation and are aligned with your financial plan. Some of these alternative investments may also be available to non-accredited investors. Investing in alternatives and cryptocurrencies involves risks, please refer to our ADV for more details.
Yes. We offer direct/personalized indexing when this investment strategy is appropriate for your situation. With direct/personalized indexing, you own the underlying securities in the portfolio, rather than shares of an investment fund. This approach provides additional opportunities to personalize your investments and potentially gain greater tax efficiency through daily tax-loss harvesting. Direct indexing involves risks, please refer to our ADV for more details.
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 engage us for our professional services, our blog and educational videos provide free educational resources. Additionally, we regularly conduct educational workshops, covering topics like tax reporting, tax planning, saving for retirement, risk management, and legacy planning. To inquire about our next educational workshop, please email us at firstname.lastname@example.org
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 financial advisory fees paid by our clients as detailed in their financial planning advisory agreements. Our clients pay us a transparent fee for our advice.
We work hard to make sure your money is safe. We are members of a fee-only Registered Investment Advisor (RIA) with over $3 billion in assets under management serving approximately 5,000 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.
We offer US insurance services through our sister firm, Swiss American Risk Advisors. We have teamed up with Ash Brokerage to offer independent insurance solutions when needed. Please refer to our disclosures at the bottom of this page.