US UK Financial Planning and advice

From our office in the heart of Miami’s main financial district

GWM USA’s team of experienced financial planning experts provide independent and regulated advice to international professionals and global investors across the USA. We understand the local hurdles that expats need to overcome and have first-hand knowledge of how to use your international status to successfully achieve your investment goals.

Lifestyle Financial Planning

Aside from the lifestyle and experience, UK expats relocate to the USA in search of an improved way of life and higher salary. This increased earning potential presents a great opportunity to save for your future while you’re away.

GWM Review USA
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Planning for much more than just your retirement

Throughout your lifetime your savings plan will have to cope with significant lifestyle changes; Having children for example is one of the greatest things you will do in your life. With rising education fees, it’s also one of the most expensive!

Find out if you are making the most of your money?

GWM USA advisers will help protect and grow your wealth to ensure it works as hard for you, as you did to earn it in the first place. And create a flexible plan based on your income and expenditure that caters for more than just your retirement.

When they need you most…

We tend to shy away from discussing death and as a result, often expats wrongly believe they aren’t liable for UK Inheritance Tax. In many cases, this is wrong. With careful planning and foresight, you can ensure your wealth is passed on to your loved ones in an efficient and timely manner when they need it most.

By constantly reviewing your situation, GWM USA can ensure you are investing in safe, secure and tax friendly locations in line with your attitude to risk so your money goes further not only now but throughout your life, and beyond.

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All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.

10,000 International clients worldwide benefit from our local knowledge.

To find out how GWM USA can help you plan for a brighter financial future... contact us or download your FREE UK/US cross border financial planning E-Guide.

Tel: +1 (0) 786 408 7703 Email: clientservices@gwm-usa-llc.com


GWM USA LLC, 1450 Brickell Avenue, Suite 2180, Miami, 33131 FL

GWM USA LLC is part of the Guardian Wealth Management Group for all Group regulatory details please visit https://gwm-usa-llc.com/about-menu/regulations. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).

SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.

© 2017 Guardian Wealth Management