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At Fuentes Hondermann Wealth Management, we help clients solve all their cross-border financial needs,

with a particular focus on capital preservation solutions. The recommendations we make are tailored to each client’s individual circumstances and specific to international considerations, whether assets are held onshore or offshore.

Custom Solutions

Open Architechture

We are keenly sensitive to the circumstances pertaining to multigenerational families who might have family members living or working abroad. When reviewing each case, we develop solutions that address stated objectives, ranging from short- and near-term lifestyle needs to longer-term goals to legacy-building ambitions. Your portfolio allocation will also be managed to reflect your individual profile.

Because we are an independent firm, we have the advantage of working in a truly open architecture, which means we have access to leading resource partners from across the industry and around the world. We can work with the largest institutions and well as highly specialized boutiques, all on behalf of our clients. We can build customized portfolio solutions using separately managed accounts, mutual funds, ETFs or other investment strategies.

Understanding your personal situation

We are keenly sensitive to the circumstances pertaining to multigenerational families who might have family members living or working abroad. When reviewing each case, we develop solutions that address stated objectives, ranging from short- and near-term lifestyle needs to longer-term goals to legacy-building ambitions. Your portfolio allocation will also be managed to reflect your individual profile.

Representing your best interests

Because we are an independent firm, we have the advantage of working in a truly open architecture, which means we have access to leading resource partners from across the industry and around the world. We can work with the largest institutions and well as highly specialized boutiques, all on behalf of our clients. We can build customized portfolio solutions using separately managed accounts, mutual funds, ETFs or other investment strategies.

You will find us to be the only advisor you need to work with to identify the solution for any problem you wish to resolve and for any objective you wish to pursue.

Our client-focus ensures that your needs will be heard and understood, your problems resolved.

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