Based in New York, Bradley Hamilton is a senior wealth manager at Blacktower Financial Management (US), LLC, and focuses on assisting UK expatriates who make homes in the United States. Bradley Hamilton emphasizes the active management of assets, as well as optimal strategies for navigating tax and regulatory issues related to cross border wealth.
With approximately 1.3 million British citizens residing in America, Blacktower assists with complex aspects of financial planning such as 401k rollovers and IRAs, as well as transferring UK pensions to offshore Qualifying Recognised Overseas Pension Schemes (QROPS) and self-invested personal pensions (SIPPs). Other areas of intelligent management include education plans, trading plans, and insurance holdings.
Through maintaining a full range of US retirement assets under a single roof, it is possible to take advantage of opportunities in a coordinated and coherent manner, which ensures that future issues with restrictions and regulations are mitigated. At the same time, personalized client service is provided that goes above and beyond, while fees are competitive with those of other qualified advisers.
With approximately 1.3 million British citizens residing in America, Blacktower assists with complex aspects of financial planning such as 401k rollovers and IRAs, as well as transferring UK pensions to offshore Qualifying Recognised Overseas Pension Schemes (QROPS) and self-invested personal pensions (SIPPs). Other areas of intelligent management include education plans, trading plans, and insurance holdings.
Through maintaining a full range of US retirement assets under a single roof, it is possible to take advantage of opportunities in a coordinated and coherent manner, which ensures that future issues with restrictions and regulations are mitigated. At the same time, personalized client service is provided that goes above and beyond, while fees are competitive with those of other qualified advisers.
