Dynamic is pleased to welcome a new advisory practice to its network: Swiss American Wealth Advisors, based in Merion Station, Penn. With onboarding completed this summer, the affiliation marks the first Dynamic affiliate with a presence in Europe.
Swiss American Wealth Advisors was founded by specialized wealth managers Marina Hernandez, EA, CFP® and Jeff Haindl, CFA, CFP®. Together, they provide U.S.-Swiss cross-border wealth management and tax advisory services to immigrant and expat families.
In addition to providing Dynamic’s dedicated, professional team to manage day-to-day operations across front, middle and back office, services to Swiss American also include platform, portfolio management and coaching.
“Our partnership with Dynamic will allow us to grow a team of specialists with complementary skills, working together to consistently serve our clients’ best interests and further improve our value proposition,” said Hernandez.
“Dynamic’s strong and experienced team supports our vision to create an environment of collaboration, sustainability, integrity and equity to help clients live their best possible lives with purpose and financial clarity.”
“In addition to offering our clients the many investment portfolio solutions available through the Dynamic platform, we especially appreciate the opportunity of working with their highly experienced portfolio management team to develop new ESG portfolio models, built to serve the unique needs of U.S. expats and international investors with an interest in socially responsible investing,” said Haindl, who added:
“Beyond investments, Dynamic’s team approach with dedicated and experienced specialists in compliance, practice management, risk management, operations and portfolio administration, allows us to focus on what we are best at: helping clients navigate the nuances, complexities and opportunities of their cross-border financial journeys.”
According to Jim Cannon, Dynamic founder and CEO, “Marina and Jeff are to be commended as they come together as partners for the first time—it’s a great match with their areas of experience, providing tax planning, impact and sustainability investing, and portfolio management for clients with cross-border planning needs. We’re delighted to have the opportunity to support such highly qualified professionals with Dynamic’s talented team and comprehensive infrastructure.”