We want to provide private individuals, entrepreneurs and companies throughout Switzerland with financial advice customized to their needs and objectives. Thanks to our independence, we ensure that our clients receive tailor-made and holistic solutions at every stage of their life. With our 360° advice, we provide long-term and proactive assistance in the implementation of the jointly defined strategy and create added value.
We stand for professional and high-quality advice. Through personal proximity, we create trust and make financial topics understandable. Using the smzh Check-Up, we work together to determine the initial situation and define the solutions.
Rufen Sie uns an oder vereinbaren Sie einen Termin online für ein unverbindliches Erstgespräch. Wir freuen uns.
