Kostenfreie Beratung

US citizen

Arriving financially in Germany is not easy. We will develop an individual & reliable solution for you!

US citizen

Arriving financially in Germany is not easy. We will develop an individual & reliable solution for you!

Succeed financially as a US citizen

As a US citizen, our experts offer you the opportunity to invest in profitable investments and thus efficiently build up assets and provide for your old age. Arrange a free and non-binding initial appointment with one of our specialists for US persons.

No investment opportunities?

As a US citizen in Germany, the subject of asset accumulation, investment and retirement provision is often extremely difficult. Many providers do not offer any investment options for US citizens due to the many US regulations. We support you in finding profitable investments.

Too many rules?

The reason for this is a change in the law on the part of the USA, which entails a significantly higher administration effort for custody accounts for persons with a US connection. US citizens and dual (US) citizenship are affected. Even many existing custody account customers were terminated without further ado.

Newsletter for US Citizens

Stay up to date on our projects so you don't miss an opportunity!

Specialization in your challenges

You will appreciate our expertise and specialization through our highly trained consultants in all areas:

transparency

A cost-efficient and transparent investment structure.

communication

Our experts will be happy to advise you in English if you wish.

bureaucracy

Tax-efficient investment without paper wars with the tax office.

investments

Profitable investment in funds and ETFs.

Digital

Germany-wide advice via video conference.

Frequently asked questions about retirement planning

Here you will find the answers to questions that we are asked very frequently.

Take care of your private provision today

We help you to clarify the complex US facts and show you your options.

opinions of our
Customers

Our passion is to give you a professional good gut feeling. Always honest and transparent. Convince yourself with our numerous reviews!

Shobhit Arora

valuation
5/5

Many thanks to David for the dedicated and transparent advice! And great praise again for the comprehensive answering of our questions! In the end, we felt that we were really safe and competently advised when making the decision, and this is rare in the opaque financial products industry. Continued success!

sapphia

valuation
5/5

Great first experience with them! Mr. Reinhard was my contact person and I can only recommend him!

Pascal Stick

valuation
5/5

The advice from Mr. Reinhard when changing the Riester pension was technically very good, quick and even uncomplicated via video telephony and possible at any time. So I highly recommend this.

Vishal Arora

valuation
5/5

Fair and transparent advice. I also asked extremely in-depth questions about the repayment surrogate and although I wasn't a blatantly wealthy customer, the guys and gals went out of their way to cover all of my issues and answer my questions about any of my concerns. Greetings go out especially to David!

Ellen Apolinar

valuation
5/5

I received competent and detailed advice from InVertas. The advice was adapted to my needs due to the physical distance, the advisor got an overview of my current situation and answered all of my questions in great detail. What is very important to me: before I sign anything, I want to understand it on 100%. With InVertas, this worked just as I had hoped, all my questions were answered and I also received helpful information that I could use to read up on the subject. Many Thanks.

Vanessa Kuenzel

valuation
5/5

Among other things, I inquired about old-age provision there and I am really positively impressed by the advisor. He responded to my requests very well and was and is really always available for me! He always took a lot of time for my questions and also showed a lot of patience and friendliness! I compared the product he recommended with others and finally decided on it. On the one hand because the product really convinced me in the end and on the other hand because the consultant David R. really took the time and explained everything to me very clearly and well. Great advisor who really doesn't let you down!

en_US

Choose your preferred type of advice

You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!

online consultation

We are completely digital and would love to get to know you online!

Personal advice

Do you need a hands-on consultant? Then stop by our beautiful office!

Alternatively you can contact us at +49 6221 67412 reach.

Choose your preferred type of advice

You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!

online consultation

We are completely digital and would love to get to know you online!

Personal advice

Do you need a hands-on consultant? Then stop by our beautiful office!

Alternatively you can contact us at +49 6221 67412 reach.

Choose your preferred type of advice

You cannot have your finances professionally managed without a basis of trust. So get to know us so that you get a serious impression of us!

online consultation

We are completely digital and would love to get to know you online!

Personal advice

Do you need a hands-on consultant? Then stop by our beautiful office!

Alternatively you can contact us at +49 6221 67412 reach.