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Financial Planning For Expats In The USA

Individual Asset Management (IAM) specializes in investment management and financial planning for expatriates 

Contact Tom Zachystal, President of IAM, for expert advice today

Tom Zachystal is President of IAM, a Registered Investment Advisor, and is a Chartered Financial Analyst and Certified Financial Planner™ professional specializing in portfolio management and financial planning services for expatriates.

With clients on four continents in over a dozen countries, Tom Zachystal is one of a small group of financial advisors carefully selected by Expat Focus for their knowledge, professionalism and integrity.

Key highlights:

Individual Asset Managment provides financial planning services to non-US citizens living and preparing to live in the United States. Contact me today to discuss your own situation and how I can help - I look forward to hearing from you.

What Services Are Available For Expats In The USA?

Portfolio management and investment advice

IRAs, 401ks, UK SIPPs, retirement planning

Investment portfolio review and financial planning

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Tom Zachystal
Expat Focus Partner

Tom Zachystal
CFA, CFP