We provide private individuals, business owners, and companies across Switzerland with financial advice customized according to their needs and objectives. Thanks to our independence, we ensure that our clients receive tailor-made and holistic solutions for every stage of life. With our 360° advice, we provide long-term and proactive assistance in implementing the jointly defined strategy, creating added value.
We are synonymous with professional and high-quality advice. Through personal proximity, we create trust and make financial topics understandable. Using the smzh 360° Check-Up, we work together to determine every client's initial situation and define appropriate solutions.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
