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Our Locations
Whether in one of our four branches or conveniently at your home – our advisors meet you where it suits you best. Start now with a free and non-binding initial consultation with our experts.
Wollerau
Alte Wollerauerstrasse 22, 8832 Wollerau
Zurich
Bahnhofstrasse 37, 8001 Zurich
Bern
Kramgasse 17, 3011 Bern
Basel
Aeschengraben 29, 4051 Basel
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You have informed yourself. Now it is time to act.
Connect with your expert
By filling out a short questionnaire, you share your financial situation and goals with us. Based on this, we will connect you with the advisor who best fits your individual needs.
Schedule a free consultation
We will contact you to plan a non-binding initial consultation, which can take place either in person on-site or conveniently via video call. We will fully accommodate your schedule.
Goal Setting and Creating Your Roadmap
Together, we analyze your long-term goals and your risk tolerance to develop a tailored financial plan. This document serves as a precise guide for your path to a secure financial future.
