Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning.
To us financial planning is more than paycheques, bank balances and reports, that’s why we will be with you every step of the way. On hand to help you navigate life’s obstacles and those unexpected forks in the road.
At Skybound we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty. By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.
At Skybound we understand that as an international worker you may find yourself in the more remote parts of the world, without regular access to either your investments or your Adviser.
By harnessing cutting-edge communication technology, Skybound provide a number of ways to keep in touch in addition to the more traditional methods of contact.
Interactive web meetings online conferencing and the Skybound investor portal provides you access to your investment portfolio, literally in the palm of your hand.
Disclosure of the fees and costs you will pay is disclosed in the Skybound Wealth Management USA, LLC Form ADV which you will be provided and is available at the Investment Adviser Public Disclosure page www.adviserinfo.sec.gov.Your advisor is compensated on a salary basis. Additionally, commissions may be earned for certain US insurance products and services.
No, we can offer you a whole of market suite of products and have terms set up with many providers. If there is a provider we currently don’t have terms with, they can be set up very quickly.
Skybound Wealth Management USA, LLC is registered as an investment adviser with the Securities and Exchange Commission and noticed filed with various states where required. Its advisory representatives who are based in the United States are licensed at a minimum in the state where they maintain a place of business. Registration and licensing does not imply a certain level of skill or education and does not imply that any regulator approves or passes upon the advice or services offered or provided. Licensed advisory representatives typically means the individual has passed and maintains a Series 65,or a state accepted designation in the case of insurance products.
From our office in the heart of Miami’s main financial district, Skybound's team of licensed advisory representatives provide advice to international investors across the country. Skybound Wealth Management, LLC is a division of Skybound Wealth Management, a global financial advisory firm with offices in Middle East, Central Europe and the UK.
Skybound has been helping people like you for over 20 years. Prior to opening Skybound Wealth Management, LLC, our team have decades of experience in many countries dealing with clients and holistic financial planning advice.
Financial Planning is a cyclical process and so we need to ensure that we constantly review your plans, partly to test and adjust assumptions made, as economic and your personal factors will change. Financial plans evolve and develop over time through an ongoing relationship between us both, and in order to help ensure the plan is robust, it must be frequently reviewed and monitored.
We understand that you will want to do your due diligence and compare advisers. So why not download our brochure to take away with you.
With regular review meetings to assess your current circumstances and recommendations in line with any changes needed. And weekly market updates and information regarding your holdings, access to exclusive seminars and events, we will be with you every step of the way.
Your financial goals is our key priority. To find out more about how Skybound assist international workers to achieve their perfect future, download our e-guide now.
Having taken the time to understand your values and investing goals, you can rest assured that’s just the beginning. To us financial planning is more than paycheques, bank balances and reports, that’s why we are with our clients every step of the way.
On hand to help you navigate life’s obstacles and those unexpected forks in the road. At Skybound we always take a long-term view and as your investment partner it’s our job to coach you through things like market volatility and political uncertainty. By working with you to help expand your knowledge of such matters, you will begin to see how you can anticipate and benefit from having a strong investment strategy.
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.
