Well-Traveled Wealth is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser focused on the unique financial needs of American expatriates. Founded by Doug Pugliese, the firm provides comprehensive, fee-only services, including cross-border financial planning, U.S. expat tax strategy, and investment management. Their mission is to help Americans living and working internationally navigate the complexities of their financial lives to build and protect their wealth effectively, regardless of where they reside.

Founded in

United States