Skybound's team of experienced lifestyle financial planning professionals provide independent and personalized financial 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 devise a path to guide you towards your investment goals.
Our focus is on what is best for the client. Lifestyle Financial Planning is like a jigsaw puzzle, if you only look at individual pieces you don’t see the full picture. So, it is important when reviewing certain parts of your plan which could be anything from UK pensions, 401(K) rollovers, life assurance & inheritance tax planning, that they are looked holistically and as part of the whole for your global financial/retirement plan.
For Skybound, this sometimes means working alongside you and knowing your unique circumstances so we can streamline and manage all the pillars of your lifestyle financial plan, in one place.
Our UK experienced and US registered international financial planners always take a long-term view. As your investment partner we are here to guide you through things like market volatility and political uncertainty on your way to achieving your investment goals.
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To us financial planning for British Citizens and International workers in the USA is about more than paycheques, bank balances and reports. It’s important for us to understand your life goals both in the short, medium and long term so we can formulate a plan that help you meet your financial goals.
Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning. Your UK/US specialist financial advisor will be on hand to help you navigate life’s obstacles and those unexpected forks in the road.
Financial Planning is a cyclical process, and that’s why we constantly keep your plan under review, adjusting as and when required. And as your personal circumstances change, your advisor will be on hand to ensure your financial plan evolves and develops too.
Your expat journey brought you to the US, and it's likely that it may take you elsewhere either for a new opportunity or when you retire. Thanks to our global coverage, regardless of what the future holds Skybound will be with you every step of the way.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
