Noesis

Who We Are

Noesis is a registered Investment Advisory (RIA) firm based in Boca Raton with a registered European office in the Netherlands (Amstelveen). Our multicultural team, global investment approach and “Noesis Care” philosophy allows us to focus on what is important to you.

Services

We provide comprehensive wealth management services and cross-border financial planning solutions for clients in more than 30 countries. We understand your objectives are unique and succesfully meeting them is our goal. We use independent custodians to safeguard client assets.

Who We Serve

We serve succesful individuals, families in business, international Americans, expats and professionals around the world. We have a fudiciary commitment to our clients, which means we always act in their best interest. As a result, we maintain lasting relationships that spans generations.

Our Approach

Client Experience

A strong personal relationship is an essential component of our wealth management process.

How We Work

We have a comprehensive process to help us understand your goals so we can design the best solution.

Services

Portfolio Management
Financial Planning
Generational Planning

Custodial

We use SaxoBank and Interactive Brokers as independent custodians, to hold and safeguard our clients’ assets.

Find out how we can help you.

Schedule a complimentary consultation.

Newsletters

Update Q2 2023

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