Wealth Management with a Global Perspective – Focused on You
We Help Turn Financial Complexity into Confidence
At Noesis, we understand that no two financial journeys are the same, especially when life crosses borders. Whether you’re building wealth, planning for retirement, managing international assets, or preserving your family’s legacy, we deliver personalized, goal-driven strategies to help you move forward with clarity and confidence.
Our core competency is discretionary portfolio management, grounded in disciplined research, global diversification, and active oversight, aimed at helping clients protect and grow their wealth. As your dedicated advisor, we provide family office-style support, offering transparent, independent guidance backed by decades of cross-border experience and a truly global perspective.
Portfolio Management
Financial Planning & Investment Strategy
Cross-Border Wealth Solutions
Independent Custodians
Generational Wealth Planning
Life-Long Investing
Our Firm
Personalized Wealth Management
Our Approach
A Fiduciary Responsibility, A Client-First Approach
Our Services
Personalized Wealth Management with Comprehensive Solutions
International
Cross Border Expertise and Services
Why noesis?
A Global Firm with Local Expertise
- Decades of experience in cross-border wealth management
- Dual-registered offices in the U.S. & Europe, serving a global client base
- An international team from five continents
- Fluent in seven languages
- Trusted by clients in over 30 countries