What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
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Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Cedric Bernier | Jun 18, 2024
Is your spouse a professional athlete that is currently playing overseas?
The life of professional athletes is often a family affair. Players can be traded to different teams, and will consequently ask their families to move from one city to the…
Posted by Cedric Bernier | Apr 29, 2024
Athletes moving back to Europe with US wealth
Are you part of the growing number of professional athletes returning to Europe with US wealth? It’s more and more common that European athletes like you get the chance to…