It takes a special strength to move from your community to a new land. Let us make the most of that financial opportunity by working together.


Our clients come from different backgrounds, and we love working with all of them. Our sweet spot is working with first-generation Americans and immigrants looking for guidance in pursuing their version of the American dream. We take a very collaborative approach which includes educating our clients on all thing’s personal finance.


You are a foreign-born American citizen or permanent resident (green card holder), or your parents were born outside the US.

You have strong cultural ties to your “home” country, and you want to respect those values in everything you do. You are supporting your overseas family.

You work extremely hard; make a great living and want to make the most of your available financial resources. 

You have a burning desire to fulfill and secure your dreams for your families now and in the future. You are looking for answers to questions like:

  • How do I deal with my overseas assets?
  • Are my kids protected if something happens to me today?
  • How do I build generational wealth?
  • Do I have enough insurance?
  • What retirement vehicles are available to me?
  • How do I plan, so I can retire overseas in my home country?
  • How can I maximize my employment benefits?
  • What tax strategies should I be considering with my investments?
  • How do I balance supporting my family here and overseas?
  • Can I afford that once-in-a-lifetime trip back “home”?

Foreign Nationals on Work VISAS

You are a foreign national on a nonimmigrant work visa (H-1B, O-1,E-3, T-N, L-1). You work in the demanding STEM space (doctor, engineer, scientist,  etc.) 

They require you to be fully focused on the job, but that is no reason why your finances should take a back seat as you settle into your new life.

It is easy to get overwhelmed with all the financial decisions you have to make, and very easy to get your American dream derailed.

We understand these challenges and we’ll walk with you every step of the way as you tackle questions like:

  • How does the US financial system work?
  • What cross-border issues do I need to consider?
  • Can I still invest overseas?
  • What company benefits do I want?
  • Can I save for retirement if I won’t be retiring in the US?
  • How much should I have in my emergency fund?
  • How do I make the most of stock options on a nonimmigrant visa?
  • Can I afford to buy a house, and should I even be considering it?
  • What type of insurance should I be getting for my family?
  • How do I stay tax-compliant with overseas assets?

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