Managing Partner
30+ years of global experience in financial services, entrepreneurship, and leadership.
Managing Partner
25+ years in financial services, specializing in business development and advisor growth.
Financial Advisor
With 40+ years of experience, Marty Jensen is a global expert in fiduciary strategy and estate planning.
Financial Advisor
Bringing 23 years of global financial expertise, he helps expatriates with wealth management, pension transfers, and strategic financial planning.
BGAN Team Compliance
Brings deep operational and compliance expertise to support advisor onboarding, regulatory alignment, and growth in the cross-border wealth market.
IT Manager
Rashid is an accomplished IT manager and creative technologist with over 18 years of experience delivering IT solutions and design support for global businesses.
At Expat Wealth Partners, we help advisors scale, attract high-value international clients, and navigate the complexities of cross-border wealth management. Whether you’re looking for growth strategies, lead generation, or compliance support, we provide the expertise you need.
📞 Let’s talk about how we can help you grow your practice.
Expat Wealth Partners (EWP) is a strategic partner for financial advisors looking to expand their business in the U.S. expat and cross-border market.
We provide expert training, regulatory guidance, and lead generation support to help advisors scale AUM and access U.S. assets.
Address: Austin, TX, USA
Email:
connect@expatwealthpartners.com
Investment advisory services offered in the US through Beacon Global Advisor Network, LLC.
Expat Wealth Partners is neither an affiliate or subsidiary of Beacon Global Advisor Network, LLC.
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