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.
Because a personal conversation is worth a lot
What can we do for you? We’re happy to address your concerns directly. You can contact us in the following ways:
