As SWISS Wealth Management is a fee-only firm, it works with fiduciary responsibility exclusively for the benefit of its clients. It provides wholly dedicated and fully transparent investment advisory services to its clients. SWISS Wealth Management offers tailored services addressing each client’s specific needs.
Mission Statement
SWISS Wealth Management’s mission is to help its clients achieve financial security through informed and sound decision making. Please understand that I cannot promise or guarantee that a client will achieve financial security since financial investment involves risk and, depending on a client’s risk tolerance, it may even include complete loss of principal invested. SWISS W.M. provides its clients with the information and knowledge they require to make well-informed decisions. S.A. Wealth Management engages clients with a holistic and client-centered approach ensuring that all of its client’s advisory services needs are met with the options available to them.
Managing Director
Nathan Pugh, QFA, is the sole owner of SWISS Wealth Management. Nathan graduated from E.W.U. with a Bachelor’s of Science degree where he was a Dean’s List Student-Athlete (Decathlon).
Nathan earned his MBA in Finance from Edinburgh Business School and he provides a wealth of varied and international Sr. Executive-level experiences to SWISS Wealth Management from organizations
in both Switzerland and Japan.
