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Joselyn Pfeil

Private Wealth Adviser

Joselyn Pfeil works with U.S. persons living internationally, particularly in Dubai, who are negotiating the complexities that come with having lives, assets, and opportunities in more than one place. With a career built around long-term relationships and thoughtful guidance, Joselyn brings a calm, coach-led approach to helping clients simplify their financial lives, clarify what truly matters, and confidently move from intention to execution. Her work is grounded in the belief that clarity precedes good decisions, especially when their lives span countries, currencies, and systems.

Having recently relocated from the U.S. to Dubai, Joselyn has first-hand experience with the practical and emotional realities of global mobility. She understands that internationally mobile professionals are often well-advised but still feel responsible for coordinating the moving parts on their own. Her role is to act as a trusted partner, helping clients align their priorities and strategies around a clear, cohesive plan.

What sets Joselyn apart

Coach-led guidance

Joselyn leads with questions, not products. Her approach focuses first on understanding goals, values, and trade-offs, then translating that clarity into actionable strategies.

Global perspective with U.S. focus

She specialises in working with U.S. citizens and U.S. persons living abroad or holding assets across multiple jurisdictions, helping them overcome complex situations with confidence.

Relationship-driven work

Joselyn partners with clients for the long-term, offering steady guidance through life transitions such as relocation, career changes, liquidity events, and evolving family priorities.

Clarity over complexity

Her work is designed to reduce noise, simplify decision-making, and create momentum, without adding unnecessary layers.

Connect With Me

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All the best relationships have to start somewhere.

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