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Global Wealth Management for American and Australian Expats
We bring strategy, structure, clarity, confidence and compliance to our clients’ global financial lives and keep it that way.
As Seen In
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Our Difference
Arete Wealth Strategists' Difference
What We Do
our fee-only model
What Others Do
Main Street Brokerage Firm
Serve in your best interest as a legal fiduciary
Focus on their company’s best interest—not your’s
Develop strategies personalized to your life
Are in the business of selling financial products
Operate independently
Serve as a broker or sales agent
Transparent, fee-only pricing
Illtransparent fees and commissions
Collaborate with your attorney, CPA & other professionals
Investment centric advice, closed network of service providers
Our Difference
Arete Wealth Strategists' Difference
What We Do
our fee-only model
Serve in your best interest as a legal fiduciary
Develop strategies personalized to your life
Operate independently
Transparent, fee-only pricing
Collaborate with your attorney, CPA & other professionals
What Others Do
Main Street Brokerage Firm
Focus on their company’s best interest—not your’s
Are in the business of selling financial products
Serve as a broker or sales agent
Illtransparent fees and commissions
Investment centric advice, closed network of service providers
For Your Best Interest
We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families’ well-being. We view our success as maximizing your return on life, not simply your return on investment.
As your wealth manager, we would gather information about your liabilities, income sources, expenses, risks, commitments, and values in order to unearth opportunities and help you make better financial decisions.
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Intro Phone Call
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Questionnaire
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Document Upload
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Assess and Prep
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Meeting
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