Sophisticated wealth management

Financial Planning & Wealth Management Cross-Border Moves Made Simple

Without a comprehensive cross-border financial plan you could end up overpaying your taxes or losing access to your state-side investments. You don’t know what you don’t know, and this transition can feel complex and overwhelming. But when working with dual-licensed Financial Advisors, you don’t have to worry about your cross-border financial picture — you’ll be covered in both countries no matter where you live.

While some advisors offer cross-border financial services, few have specialized in this area. At SWAN Wealth, our goal is to provide you with stress-free cross-border financial planning, so you can relax and enjoy your next chapter.

Schedule a call below to speak with a SWAN Wealth Financial Advisor and begin the process of simplifying your cross-border finances.

As Certified Financial Planners with over 25-years of experience, we know how to ensure your cross-border financial transition is simple, easy, and stress-free. SWAN stands for Sleep Well At Night, and that’s our goal for every client.