Wealth Way

Harmonizing your life goals with your finances in the long run

Our investment concept links your current situation with your short- and long-term life goals. Wealth Way comprises three key strategies: Liquidity, Longevity, Legacy.

The Wealth Way consulting approach at a glance

To maintain your lifestyle

The first strategy ensures that you always have enough liquidity to maintain your current lifestyle.

  • Entertainment and vacations
  • Tax payments
  • Purchase of real estate

To improve your lifestyle

The second strategy is about protecting and preserving your wealth in the long term. This includes all the assets that you possess.

  • Retirement
  • Expenses for health and long-term care
  • Purchase of a second home

To improve the lives of others

The third strategy is about deciding how much wealth you want to set aside for others – now and in the future.

  • Gifts for your family
  • Philanthropy
  • Wealth transfer to future generations

The benefits of Wealth Way

Focus on your needs

Together we find out what’s important to you and what this means for your wealth.

Individual investment concept

Define the correct investment strategy to suit your lifestyle and the market environment.

Expertise

You can count on our many years of experience – our experts are always on hand to help you.

How do you define financial success?

And how do you want to pass on your wealth? Come talk to us and let us take a look at your situation and your future goals together.

Financial planning for women

Why do women need to plan their wealth differently? We answer the key questions about financial planning for women.

Family Banking

We advise you on successful wealth transfer, succession planning and an appropriate investment strategy.