US Based Wealth Management Firm, Maxim Global Wealth Advisors, Finds Global Success

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Maxim Global Wealth Advisors' unique expatriate investment expertise and global portfolios attracts international attention, clients.

Investors with both US and international ties face a unique set of challenges when it comes to investing, tax planning, and asset administration. Maxim's professionals have deep experience in helping multinational investors navigate these complexities

When Maxim Global Wealth Advisors first formed in the autumn of 2005, no one could have predicted how far-reaching their unique global investment approach would become. Yet, nearly four years later, Maxim has become the go-to firm for many global citizens. The firm's disciplined and tax-efficient investment approach combined with its rare understanding of international tax law has put this advisor on the map.

Maxim provides global investment solutions, retirement planning, and comprehensive wealth management to American expatriates and foreign nationals residing in the US. "Investors with both US and international ties face a unique set of challenges when it comes to investing, tax planning, and asset administration. Maxim's professionals have deep experience in helping multinational investors navigate these complexities," said Andrew Fisher, President.

Maxim's expatriate practice provides the following services to its clients:

  •     World-class global investment programs
  •     Tax planning for American expatriates and foreign nationals in the U.S.
  •     Personalized expat retirement planning and financial consulting
  •     Administrative support focused on the special needs of multinational families

"As a CPA specializing in tax consulting to American Expats living in the Netherlands, I have seen first-hand the damage and expense incurred by Americans living abroad whose investments do not comply with IRS reporting requirements. Maxim is the first and only firm I've come across that provides proper expatriate investment solutions and unbiased advice in an IRS-compliant manner," said David Colvin, US Tax Partner for TaXpat in The Netherlands and Managing Director of Maxim's expatriate services.

Maxim Global Wealth Advisors attributes much of its success to the high caliber of its leadership team, who hold the industry's highest credentials including CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), and CFP (Certified Financial Planner). Maxim is registered as an investment advisor with the SEC (Securities Exchange Commission) and never takes custody of its client's assets.

About Maxim Global Wealth Advisors:
Maxim Global Wealth Advisors is a premier wealth advisor for both American expatriates and foreign nationals with a connection to the US. Maxim specializes in comprehensive wealth strategies including investment management, tax strategies, and retirement planning. Headquartered in Portland, Oregon, Maxim also maintains a European office in Amsterdam, The Netherlands. More information about the firm can be found at http://www.maximadvisors.com or by calling 1-503-620-3600.

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Jeannie Pedersen

Andrew Fisher
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