Hi, I’m Amy Short.

I’m a FINRA-registered investment professional and a Portugal Golden Visa advisor who has guided U.S. clients through complex offshore residency programs. I am also an immigrant to Portugal who was recently naturalized as a Portuguese Citizen. I hold dual U.S. & Portugal citizenship.

I am a regulated person in the U.S. I adhere to Regulation Best Interest and have a duty to care. I work for YOU, not for Funds. 

Too many U.S. investors are being advised by offshore consultants, Fund sponsors, and well-meaning foreign lawyers who do not understand the U.S. tax code and are known to give advice that could cause irreversible harm for U.S. investors. Let's not do that.

Why accept advice from someone offshore when you can learn your way around from a fellow U.S. taxpayer whose work is supervised by a regulated broker-dealer firm?

• Understand the market
• Uncover your own investment thesis
• Conquer jargon for clear understanding of terms and conditions
• Reframe your future
  
• Distinguish between moving abroad and moving assets abroad
  

• Identify your priorities
• Set a foundation for empowered exploration
• Pursue aligned opportunities
• Establish clarity, ease, and impact
• Evaluate best fits for your own life