The Atlantic taught me that
no matter how huge and seemingly
impossible the task, anyone can ACHIEVE extraordinary things

ROZ SAVAGE, ROWING THE ATLANTIC

Financial Planning with Purpose

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What do Chris Martin, Rory McIlroy and David Beckham all have in common? They all learnt that even talent, experience and strong finances need a helping hand to cross the Atlantic. Sometimes, success on one side can be a challenge to achieve on the other.

And it’s no wonder.

With very different taxation, investment and advisory systems to navigate, it’s easy to be blown off course. Taxation laws, punitive fines and two complex but very different regulatory frameworks can result in treacherous headwinds for the unwary.

So how do you meet these challenges, work towards your personal ambitions and ensure your journey across the Atlantic to the US or UK is plain sailing?

The answer is David James Wealth USA.

Inquire today

Because we’ve taken that journey.

We’ve lived and worked in both the USA and the UK. We have an in-depth understanding of your challenges, the regulations facing you in both territories and the pitfalls to avoid.

We will work closely with you to manage your assets and investments with confidence while striving to maximize their potential growth. We’ll strip away the complexity of splitting your finances between countries with one simple solution.

All delivered by one team. And with one aim.

To help you Plan with Purpose to work towards your goals and help build a portfolio that we believe aligns with your risk objectives. We’ll be by your side and ready to manage your money seamlessly wherever it sits.

And wherever you are on your journey, we’re ready to listen.

Why David James Wealth USA?

Why David James Wealth USA?

Most firms talk about your money. We talk about your life and build a plan around it. Our team of specialists in financial planning, investment, and tax works together on your behalf and takes the time to understand your long-term goals. Because the right advice isn't just about returns. It's about clarity, confidence, and knowing exactly where you're headed.

Don’t take our word for it.

We've been lucky enough to build long relationships with people performing at the very top of their fields: world-class athletes, musicians, and business leaders. Some of them have been kind enough to share what that's meant for their financial lives, and for the lives beyond them.

Read what our clients say

As a Brit working in the music industry, I am fortunate that my career has taken me to America. Working across two countries can be complex; however, David James Wealth USA helps me manage this in two ways - they get my industry, and they have deep expertise in offering financial advice in the UK and US. Few firms can successfully do both

Emmy, Golden Globe and Grammy-Nominated Songwriter