Connect with Vetted Expat Advisors Who Understand Americans Abroad
Passport to Wealth™ connects Americans moving abroad with cross-border experts you can trust, from expat tax specialists to immigration lawyers, financial planners, relocation pros, expat parenting coaches, and more.
Find the Expert Who Fits Your Needs
Moving abroad comes with complex financial, legal, and logistical questions. Cut through the noise to quickly and easily identify trusted professionals who specialize in supporting Americans across borders.
A Trusted Path to Expert Cross-Border Guidance
Vetted Professionals
Every advisor listed on Passport to Wealth™ has been reviewed for international competency, professional transparency, and experience supporting Americans across borders. We evaluate cross-border training, regulatory standing, service models, and whether their expertise aligns with the real challenges U.S. citizens face when living or working abroad.
Education First
Most Americans moving abroad are left to piece together complex tax, financial, and immigration rules on their own. Our platform prioritizes clarity and community learning, elevating advisors who can explain international issues in a human, approachable way. We highlight experts who go beyond “selling services” and demonstrate a commitment to educating the expat community.
Fiduciary-Aligned
We spotlight advisors who put your interests first, including fee-only, hourly-based, and project-based professionals. Cross-border planning is high-stakes, and conflicts of interest can be hard to spot. Our aim is to make it easier to find advisors who operate with transparency, independence, and client-first principles. Learn more about the fiduciary standard.
Built for Americans Living a Global Life
Passport to Wealth™ was created specifically for U.S. citizens moving abroad - people whose financial lives are governed not just by their new country’s rules, but by ongoing U.S. tax and reporting obligations. Our curated directory helps you find advisors who understand the unique realities of FATCA, PFICs, tax residency, foreign pensions, cross-border investments, remote work taxation, and more.
Meet the Advisors Behind the Mic
The Passport to Wealth™ Podcast highlights the real experts helping Americans build lives around the world. We also interview everyday expats to share their stories of how they ended up living abroad. Listen to conversations with cross-border planners, immigration lawyers, relocation specialists, and more.
Raising Four Kids in Italy: Schools, Healthcare, and the $25K Tax Mistake
Danielle Shumway moved to Italy in 2015 with two babies and a five-year tax incentive plan. The plan became a decade, four children, Italian citizenship, and a $25,000 IRS compliance bill she did not see coming. In this episode, Arielle Tucker, CFP®, EA walks through the financial and logistical realities of raising a family in Italy — the tax incentive structure, Italian schools and healthcare, and what Danielle would build differently from the start.
Americans Moving to Canada in 2026: Taxes, Healthcare and Money
Most Americans assume moving to Canada is a straightforward transition. Same continent, similar culture, English speaking. Then they land and realize the financial system is an entirely different world; and the mistakes they make in the first year can cost them thousands. In this episode, Arielle Tucker, CFP®, EA sits down with Brian Wruk, MBA, CFP® (US), CFP® (Canada), TEP, CIM, RFP® to break down everything Americans need to know before they make the move.
Cross-Border Investing: What Changes When US Expats Move Abroad
What actually happens to your US investment accounts when you move abroad? Otto Rivera, EA, CFP® joins Arielle Tucker, CFP®, EA to walk through custodian restrictions, ETF access limitations, currency risk, PFIC rules, and why working with the wrong advisor can cost you more than you realize. A practical, technically grounded conversation for anyone building wealth across borders.
Why Passport to Wealth™ Exists
After navigating her own move abroad and building an expat career supporting Americans moving to Switzerland and Germany as a CFP® and IRS Enrolled Agent, Arielle Tucker realized how hard it is for everyday Americans to find trustworthy, specialized cross-border advice. Most local advisors don’t understand U.S. tax rules. Most U.S. advisors don’t understand foreign systems. And expats are left to educate themselves. That’s when the lightbulb turned on, and Passport to Wealth™ was born.
Passport to Wealth™ was created to democratize access to excellent international experts, elevate their voices, and help Americans move abroad with confidence, clarity, and community.
If You're Looking for Information on How to Move Abroad from the U.S., You've Come to the Right Place
Why listen?
Living abroad as an American is exciting, but it can also be overwhelming. From U.S. expat taxes to finding the best countries for U.S. expats to live, work, or retire, there are countless decisions to make.
As fellow expats, we understand these challenges firsthand. That’s why Passport To Wealth™ exists: to simplify the complex world of cross-border finance, international tax planning, and relocation with clear advice and real expat stories.
Whether you’re moving to Europe from the U.S., already living abroad, or exploring the best places for U.S. expats to call home, we’re here to help you achieve clarity and confidence in your financial journey.
Join us for expert insights, inspiring expat stories, and practical strategies to thrive abroad.