Alexander Peter USA | Financial Advice for Expats and US Retirees

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SEC-registered investment adviser

Fiduciary duty to every client

Offices across the US & London

US-based advisers who manage US accounts for clients living anywhere

Alexander Peter specialises in the financial decisions facing British expats in America, Americans living abroad, and Americans planning for retirement. From UK pensions to 401(k)s managed from overseas to a retirement income you can't outlive.

Who we help

We specialise in three types of client

British couple walking across the Brooklyn Bridge with the Manhattan skyline behind them

British Expats in the US

UK Expat Advice Hub

UK Pension Transfer

401(k) Rollovers

ISAs and Non-US Investments

Existing QROPS Review

Returning to the UK

Americans working on a laptop at a pavement café in Paris

US Expats Abroad

Americans Abroad Hub

US Retirement Review

401(k) and IRA Abroad

Coming Home to the US

Leaving the US

Retired couple walking hand in hand along a Florida beach boardwalk at sunset

American Retirees & Pre-retirees

Retirement Income Planning

What is a Fixed Index Annuity?

A personal, independent approach to managing your wealth

We are wholly independent and privately owned. We are not tied to any product provider, fund manager, or insurance company — so the advice we give is driven entirely by what is right for your situation.

Our advisers are affiliated with Amerity Wealth Management LLC, an SEC-registered investment adviser, and are held to a fiduciary standard. That means we are legally required to act in your best interests. We take the time to understand your full financial picture — your assets, your goals, your tax situation, your family — and build a plan that fits your life, not a template.

Why Alexander Peter

Your experienced advice team

View more team members

Alex Stojkovic

Director

Alex splits his time between Europe and the US and focuses his advice on US resident clients where he is licensed to provide investment advice.

Dave Wattles

United States Director

Dave assists UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities.