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Welcome to Wealth Advisory

Helping U.S. Expats in Switzerland Navigate Wealth with Clarity & Confidence.

I’m Jeremy Wolf, a 20+ year investment advisor, fiduciary, and Basel resident helping expats simplify their finances and build smarter portfolios.

900+ Reviews

Meet Jeremy

Columbia MBA. FINRA-licensed. 10 years in Basel. 5 countries. 3 continents. I believe in cutting through complexity, educating my clients, and managing money the way I’d manage my own.

Our Services

Investment Solutions Tailored Just for You

What You Get Working With Me

Who I Work With

Not everyone needs a financial advisor. But if any of this sounds like you, let’s talk.

Get Started

Investment Solutions Tailored for Your Unique Needs

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Testimonial

Positive Reviews From Customers

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Appointment

Get a Free Consultation

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Phone

+41762966500

Email

jeremy.wolf@gmail.com

FAQs

Frequently Asked Questions

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How long has your company been established?

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What fields does your company operate in?

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How many experts do you have?

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What projects has your company worked on?

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What payment methods do you provide?

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In Annual Return

Helping U.S. Expats in Switzerland Navigate Wealth with Clarity & Confidence.

Investment Solutions Tailored Just for You

Investment Strategy

Cross-Border Financial Planning

Retirement + Life Planning

Financial Planning

Fundraising Assistance

Financial Analysis

What You Get Working With Me

A plan tailored to you

Clear, unbiased advice

Low-cost investment strategy

Sleep-better peace of mind

A plan tailored to you

Clear, unbiased advice

Low-cost investment strategy

Sleep-better peace of mind

Investment Solutions Tailored for Your Unique Needs

Positive Reviews From Customers

Get a Free Consultation

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