The Worldview family was formed in 2005, with the notion that a new kind of financial advisor was needed – one with a more worldly perspective. At first, Andrew and David came together with an idea to focus on helping American families who lived in The Netherlands and other parts of Western Europe. This quickly expanded to include American families around the world, and foreign families in the U.S.
While most firms work primarily within their own borders, our philosophy is to think and invest differently — like global citizens.
Today, our commitment to international families in the U.S. and abroad is stronger than ever. We believe in building lasting client relationships based on trust earned through wise counsel, investment results, clear and candid communication, and service that exceeds expectations. We are independent, free from conflicts of interest and put our clients’ needs above anything else. We serve as your advocate, unfailingly focusing our attention on your best interests.