US Wealth Management Services
Financial Planning & Investment Management for US Connected Individuals & Families
Life doesn’t stop at borders, and neither should your financial plan.
Whether you’re an American living overseas, returning to the US, or a non US individual with US financial interests, managing wealth across multiple countries can be complex. At Pyrmont Wealth, we help bring everything together into one clear financial strategy, giving you confidence to make informed decisions at every stage of life.
Holistic Financial Planning
Your financial plan should reflect your life, your goals and what’s most important to you. We take the time to understand your circumstances before creating a strategy that brings together your investments, retirement planning, tax considerations and long term objectives.
Investment Management
Our discretionary portfolios are designed for internationally mobile clients, offering globally diversified investment strategies, US tax compliant portfolios and US custody brokerage accounts aligned with your goals.
Retirement Planning: Workplace & Personal Pensions
We help you make informed decisions about your retirement savings and create a strategy that supports your long term goals across borders.
We can help with:
- 401(k) and 403(b) plans
- Traditional, Roth, SEP and Rollover IRAs
- Legacy US employer pensions
- Cross-border retirement planning
Tax & Estate Planning
We help ensure every part of your financial life works together, coordinating tax aware investment strategies alongside trust and estate planning, education funding and wealth transfer across the US and UK.
Please note: We do not provide tax advice or prepare tax returns. We work closely with your tax professionals to help ensure your financial plan is coordinated and tax efficient.
Why Pyrmont Wealth?
We specialise in helping internationally connected individuals and families simplify complex financial lives. Our advice combines cross border expertise with a personal, long term approach, giving you confidence that your financial plan is aligned with your goals, wherever life takes you.
Meet Amber Veronique
As a financial professional licensed in the United States, United Kingdom and Hong Kong, Amber helps international individuals and families navigate cross-border financial complexities with confidence and align their financial strategies across jurisdictions.
Amber also works closely with women navigating divorce, providing trusted financial guidance to help them protect their interests, regain confidence and move towards financial independence.
Ready to Talk?
Whether you’re planning for retirement, managing wealth across borders or preparing for your next chapter, we’re here to help.
Pyrmont USA is a marketing name only and, through its advisers, offers investment and financial advisory services in the United States through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the U.S. Securities and Exchange Commission (SEC), SEC No. 801-110724, CRD No. 288833. Registration with the SEC does not imply a certain level of skill or education, nor does it imply that the SEC has approved or endorsed the services offered through BGAN. Pyrmont USA is a marketing name only and is not a regulated entity in the United States.