Let Atlantica Wealth LLC give you the right advice about your investments – whether you’re a high net worth individual or you’re just starting out on the investment route.
What are your objectives?
Most of us are looking for the best possible funds with the highest possible returns, of course. But we know that all our clients have differing needs, aims and ambitions.
Some are looking to grow their capital, some simply want to preserve their assets, others want to produce new income – whatever you’re looking for, we can offer tailored investment advice that helps you achieve your goals.
How do we work?
We’re specialist financial advisors based in the USA. We’re UK and US-qualified, fully regulated by the SEC and can offer advice on US-based investments as well as overseas investment funds and cash accounts.
Wherever you live in the USA, we can give advice by phone, email or Skype.
Your financial adviser will conduct a detailed review of your existing investments and assets, and analyse your current needs and objectives, your attitude to risk and any changes you might foresee in the future.
This allows us to give you tailored advice and guidance on specific products and investment opportunities, such as:
Bank deposits and money market funds
Guaranteed investments
Fixed income funds
Property and real estate
Discretionary portfolio management services
Private equity
The advice we give is impartial, confidential and without obligation. But with extensive knowledge of global markets, we can help you develop a bespoke investment strategy that will put you on track to achieve your goals and targets.
Free expat pension options guide
We offer specialist retirement and pension planning for British citizens living in the USA. The right pension solution could help you increase your returns and reduce your tax liabilities.
We have a guide to UK pensions that you can download for free, or you can speak to one of our pension specialists. We’ll look at your situation in detail and give you a full written report with our recommendations.
