Vontobel Swiss Wealth Advisors AG is a Zurich-based financial investment advisory firm. It is a member of the widely respected Vontobel Group, which has been active for almost 100 years.
Vontobel Swiss Wealth Advisors AG, with its focus on the North-American region, provides internationally diversified wealth management solutions to US investors. It is registered as an Investment Adviser with the US Securities and Exchange Commission (SEC). The firm’s key portfolio services includes: Investment Management Programs, Client Directed Advisory Programs, Multi-currency capabilities, Global diversification, Geographic separation of our clients' assets (with custody of assets in Switzerland) and US tax statements and 1099 reporting.
The combined strength of the multi-currency platform and investment expertise allows Vontobel Swiss Wealth Advisors AG to serve its clients as an exclusive and sustainable partner with tailored wealth management solutions.
Tri-Merit partners with leading CPA firms across the country to provide specialty tax services related to R&D, §179D and Cost Segregation. Partnerships range from simple fee-sharing agreements to more involved, dedicated private-label services. Their team is made up of a combination of CPA’s, attorneys, and technical subject matter experts (mechanical, electrical, chemical engineers, etc.) with extensive experience in researching and identifying all eligible tax credits, deductions and incentives. They offer clients a free phase one feasibility assessment for all services in order to analyze the potential benefit for the client and to scope out the size of the engagement. Additional services include audit defence and CPE education.
Senior Vice President
1051 Perimeter Drive Suite 370
Schaumburg, IL 60173
O: +1 847 637 5677 ext. 122
M: +1 708 846 0445