Swiss American Financial Solutions was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to help navigate each client through life's most important journeys. We create a customized plan for your financial stability and independence in retirement.

 

Portfolio Management

Your portfolio of assets is comprised of much more than your investments.  It includes the family business, primary and vacation homes, investment properties, insurance policies, private equities, and traditional investments.  Managing your portfolio of assets begins with developing an all-encompassing relationship with you; a true Partnership.  Learning about your business, family, philanthropic intents, retirement and succession goals will enable us to create a plan with you to grow, steward, protect and ultimately transition your family wealth.

 

Tax Planning

As the old adage says, “It’s not about how much you make, it’s about how much you keep.” We will coordinate with your tax advisors to ensure the tax proficiency of your Family Financial Plan and to make certain that all elements of the Family Financial Plan work together in the most tax-efficient manner possible.

 

Investment Advisory Services

Swiss American  is a fee-based Investment Advisor. Our team will partner with you to design, implement and regularly review a customized investment strategy that, subject to your risk tolerance, supports your goals. To do so, we partner with investment advisors and portfolio managers that help us achieve your investment goals and objectives, and are subject to monthly, quarterly, and annual due diligence reviews. Our responsive investment solutions are built to anticipate and react to the markets, helping our clients stay on track for the long term, even as their circumstances change.

 

Retirement Planning

Our clients focus on retirement planning many times throughout their lives, but one maxim holds true; “It’s never too soon to begin saving (planning) for retirement”. A relatively recent phenomenon plaguing retirees is the distinct possibility of out-living one’s retirement savings. Through the integration and coordination of both qualified and non-qualified retirement strategies, our goal is to make certain our clients enjoy the retirement they earned over a lifetime of work without being forced to make significant changes in lifestyle. Only through a comprehensive plan that is implemented early in the process and regularly monitored can we reach that goal.