What makes Tanager so special is that all their financial advisors are American citizens living in the UK. So they have a full understanding of being an American living abroad.Tanager Wealth Management
Moreover, they have been in the business for over 50 years, and have recorded sound testimonials from real clients.
Tanager Services
Financial Planning
Tanager helps you to achieve lots of your financial goals, move you closer to your financial independence, and help you prepare for the unexpected. Finance is risky, and preparing for a storm (maybe not necessarily a storm, it could just rain) is important.
Also, they help you choose your retirement plan and life insurance policy.
Investment management
Tanager’s investment philosophy is based on proven research from dominating academics like Markowitz, Sharpe, Malkiel, and Bogle.
Bird’s Eye View
Tanager established this based on clients asking for a comprehensive review of their investment portfolio. And, what areas could be changed to improve the likelihood of meeting their family’s goals.
Philanthropy Advice
Philanthropy is what makes us human, and being an expat doesn’t stop that. They endeavor that your philanthropic wishes are well planned and provide the best benefits to the causes you want to help.
ESG Investing Approach
The Tanager Wealth ESG Philosophy is a sustainability-centric strategy that seeks to mitigate ESG risk by factoring in a broad range of sustainability criteria. The values that Tanager focuses on are climate change, human rights, corporate ethics, women’s rights, sustainable agriculture, and reducing poverty.
Tanager’s Contact
Address (London)
Bridewell Gate, 9 Bridewell Place, London EC4V 6AW
Tel (London)
+ 44 (0) 20 3965 6330
contact@TanagerWealth.com
Address (USA)
Hale Building, 100 S Juniper St, Philadelphia, PA 19107, USA
Tel (USA)
+1 215 298 9042