US-based advisers

International approach. In collaboration with Swiss professionals.

There are US-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their clients.

In their quest to have a cutting-edge over their "US-only" competition, to provide their clients with added-value by being able to advise them on adding an international dimension to their US-biased investment portfolios, and to be prepared for unpredictable developments on the home market, US advisers are developing relationships with Swiss wealth managers, tax advisers, trustees and other wealth-management related service providers. 

Many Swiss SEC-registered wealth managers are happy to co-counsel with a US adviser. A Swiss-based investment portfolio complements a US investment portfolio already in place.

Alpen Wealth
ALPEN WEALTH Advisory Group
Chicago, IL, USA

Apollon Wealth Management, LLC

Aiken, SC, USA


Los Angeles, CA

RDK Advisors  

Miami - Fort Lauderdale - Palm Beach, FL

Rising Star Financial

Palm Beach Gardens, FL
Dallas, TX
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