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Wealth Management for U.S. Expats

With a team of financial advisors who have all lived outside the U.S., we are well aware how complicated and confusing a financial journey can be as a U.S. expat or American living abroad. As fiduciary, fee-only financial advisors serving U.S. expats and Americans abroad, we’re here to help bring clarity to wealth management and investing, so you can focus on enjoying your international experiences. 

What is Comfortably Unique™?

For us, Comfortably Unique™ means sitting down with someone you trust to focus on your family, goals, and aspirations.

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Our Office

3418 Monroe Street
Madison, WI 53711

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Have a question about scheduling an appointment or something else you want to ask our team of expat financial advisors? Tap the button below to complete our contact form.