INDEPENDENT SEC-REGISTERED INVESTMENT ADVISOR SERVING US CLIENTS

ARETÉ WEALTH STRATEGISTS

310 Edward St., 4000 Brisbane, Australia

Minneapolis, MN, USA

San Francisco, CA, USA

+1 415 375 0850

ashley@arete-ws.com

Minimum amount of investment: USD 100,000

Global Wealth Management for American and Australian Expats

We are a wealth management firm that takes a holistic view of your financial situation with an emphasis on helping you meet your life goals. We align with clients who see the purpose of money as a means to enhance their own and their families’ well-being. We view our success as maximizing your return on life, not simply your return on investment.

As your wealth manager, we would gather information about your liabilities, income sources, expenses, risks, commitments, and values in order to unearth opportunities and help you make better financial decisions.

Ashley Murphy - GFP (USA) CFP® AIF® - FOUNDER/principal

I am a tri-citizen of the USA, Australia, and the UK. In 2013, I founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates. I workswith clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way.​ I am also the Founder and President of the Global Financial Planning Institute. The GFP Institute is an organization founded to provide education, community, tools/resources, and ongoing research for fiduciary financial advisors and affiliated professionals worldwide who work with cross border clients.

ashley@arete-ws.com

+1 415 375 0850