We cater to the special financial needs of US expatriates
HOW WE’RE DIFFERENT
We provide solutions for the financial issues typically faced by Americans living and working abroad.
1
We assist US expats with all aspects of wealth management.
2
We provide general guidance regarding your banking matters, as cross-border transactions may be complex.
3
We understand that a change of location may bring lifestyle changes and you may have questions.
4
We assist clients with currency management and foreign exchange.
5
We are knowledgeable about US persons retiring abroad and financial strategies to achieve this.
OUR VALUES
1.
Trustworthiness
We make decisions purely based on our clients’ best interests, never pursuing ancillary incentives.
2.
Flexibility
We stay on top of changing market conditions, and are not afraid to change course when a new strategy better serves your goals.
3.
Care
We treat our clients in a highly personalized manner, catering to individual visions, goals, time frames, and sensitivities. We believe that this boutique feel is our competitive edge over other advisory firms, which often ignore individual needs in favor of institutional interests.
4.
Comprehensiveness
Nardis understands that a wide variety of life factors impact your financial strategy. We are therefore willing to extend our well-rooted network of legal, insurance and accounting professionals to ensure that your financial needs are met.
Our Fees
As a fee-only advisor, our only source of compensation are the fees we earn from our clients.
We can not receive brokerage commissions, referral fees, or any other financial consideration from third parties
Need financial advice? Let’s start the conversation.
