📍 Based in: New York, 10016, United States
🌍 Serving: North America and Europe
U.S.–Ireland Cross-Border Financial Planner & Dual-Regulated CFP® for Americans & Irish Families
I am a Certified Financial Planner® with a Postgraduate qualification in Financial Planning from University College Dublin and a CFP® designation from the Financial Planning Services Board of Ireland. Regulated in both the U.S. and Ireland, I bring a genuinely rare dual-jurisdiction perspective to cross-border financial planning for U.S.-connected Irish individuals and families, whether they are moving to, living in, or returning from the United States.
U.S.-connected Irish clients face a specific challenge: advice that works cleanly in one jurisdiction often creates problems in the other. My practice is built around closing that gap, delivering a single, coordinated strategy that integrates tax, investment, and financial planning across both systems, making complex cross-border decisions clear and actionable.
About Amvoy Wealth
Amvoy Wealth was founded to address a gap many clients don't realize exists until it costs them. With offices in both Dublin and New York, the firm specializes exclusively in cross-border financial planning for U.S.-connected Irish individuals and families, work that most U.S. or Irish planners simply aren't positioned to do well on both sides.
Our planning-led, education-focused approach ensures every client has a strategy that holds up no matter which side of the Atlantic they call home.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
- Non US Persons Leaving the US with US Based Assets
- U.S. Couples
Expert Services Offered
- Cross Border Financial Advisor
Compensation Model
- Flat Fee
