Wealth Plan financial advisors
Advisors who work with the wealth of families living between countries: protecting and passing on capital, currency risk, retirement planning and investing. Start with a free financial checkup: you see your plan right away and go through it with an advisor.
Found: 1
No advisors match these filters yet. Remove some filters or take the financial checkup — we will match you with an advisor.
Advisors by country
Not sure who to pick?
Free, 10 minutes. You will see your plan: capital, risks, retirement and three buckets for your risk profile. The request goes to the advisor, who will contact you.
FAQ
How do I choose a financial advisor?
Look at specialization and experience with similar situations: relocation, wealth in several countries, family protection, retirement. The advisor’s working language and how they are paid matter too. A free financial checkup is a good start: you see your plan and know what to discuss at the meeting.
How much does an advisor cost?
The financial checkup and plan in Wealth Plan are free. Each advisor sets the price of a personal wealth review — it is shown in their profile. You agree on payment with the advisor directly.
Does the advisor take my money into management?
No, the platform does not accept client money. Accounts and policies are opened in your name with licensed banks, brokers and insurers, and you make the decisions.
How do I get listed as an advisor?
Join the network on the “For financial advisors” page. After an intro call you get a dashboard and your own link, and your profile appears in the directory.
