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Mountainous Landscape by the Sea

Comprehensive Financial Planning paired with Institutional Quality Investment Management

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About 

Welcome!


My Name is Jeffrey Notaro

I am a REGISTERED FINANCIAL PLANNER and Financial Advisor. I am the founder of Notaro Wealth Advisory, a financial planning and investment advisory firm registered with the SEC in the United States.

 

My firm was based in New York City for many years, where I worked in the financial services and investment management fields for over 30 years. Our main office is now in Tokyo, Japan, where I run the business and live with my family. We still serve many existing clients and accept new ones who are living in the U.S. We also specialize now in working with U.S. expats living in Japan. I often travel to the United States to see clients, family, and friends.

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My company's goal is very simple - to serve our clients' financial planning and investment management needs with a high level of expert, objective advice. We work with clients in all stages of their financial life, from early career through retirement. 

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Jeffrey Notaro, CFP®

Registered Financial Advisor

Company Founder

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Services

Services

Financial matters can be troublesome for many people. We will bring professional knowledge and experience in a formal process designed to address all aspects of your financial life.

Securing your retirement needs is one of the most important tasks we can address as your financial advisor. 

 

We will assess your retirement needs and create a lifetime roadmap. The plan not only includes making sure there will be the necessary financial resources but also addressing items such as:

  • medical insurance,

  • timing of taking Social Security,

  • selection of Medicare benefits,

  • management of 401(k) and IRAs,

  • and when the time comes, designing an efficient withdrawal strategy.

Check out our videos for more information on our services.

Expats
Mount Fuji

American Expats

Key Planning Topics Addressed for American Expats Living in Japan
 

  • Taxes 

    • Income tax filing requirements in Japan and the United States

    • Tax-deferred investment accounts (IRA, 401k, NISA, iDeCo)

    • Addressing Japanese inter-spouse gift taxes

    • Expatriation tax requirements when leaving Japan
       

  • Self-employed businesses

    • Tax planning

    • Business structure choices

    • Remote working for your US company from Japan
       

  • Banking

    • Transferring money

    • Mortgages

    • Hedging currency risk
       

  • Worldwide investments

    • Brokerage firms and account choices

    • Addressing restrictions such as PFIC rules

    • Professional management services​
       

  • Navigating and maximizing US Social Security and Japanese Pensions
     

  • Saving for college
     

  • Cross-border inheritance taxes
     

  • Unique concerns for the US Military transitioning to Japanese residency

Process

Our Process

Step 1

Introductory Consultation

Step 2

Fact Finding and Goals

A free, no-obligation, video call for you explain what you are looking for in an advisor and ask questions. We will take time to describe our services in detail. If you decide you would like us to develop a custom financial plan for you, we will then provide the necessary documents to move forward.
 

A process in which we aim to fully understand your financial and personal circumstances and what goals you would like to achieve. This involves one or more meetings, a detailed questionnaire, and a document request list.
 

Step 3

Plan Development

We craft a detailed roadmap designed to address your individual financial needs and future goals. The plan will include specific recommendations and detailed projections. 

Step 4

Plan Presentation

We will present our plan to you in terms you can understand. Field whatever questions you have and make necessary modifications. 

Step 5

Implemention

Upon mutual agreement on the path forward, we will execute the plan which generally includes management of the investment accounts. Our fee is 1% annually based on the average daily balance of the investment accounts under management. We will monitor the plan's progress, keep you up-to-date, and make new recommendations as needed on an ongoing basis. We will meet at least once a year for a detailed review of the plan's progress and discuss any changes in your life. We are available anytime for questions and consultations.

Book a Meeting

  • Available Online

    For existing clients to book a meeting with their advisor

    1 hr

Booking

Contact Us

If you have a general inquiry, please use the form below to send us a message and we will respond promptly.

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