Independent Wealth Advisory from Basel
Holistic, Personal and Transparent
Wealth Advisory Services by Estoppey Value Investments
Individual life situations require individual wealth advisory services. Because financial aspects such as income, savings rate, asset allocation, retirement provisions or taxes can look different for everyone.
With my wealth advisory service from Basel, you will receive the individual approach needed. As an independent, neutral advisor, I act in your best interests. I do not receive any commissions from banks or insurance companies and can therefore build a wealth strategy tailored to your very personal situation.
Focused Investment Advice:
Securing and Increasing your Assets in the Long Run
Are you looking for a good way to get the maximum return from your assets? Would you like to ensure that you have the best possible solution for your retirement funds? Do you want to make sure that your assets are invested responsibly?
If that is the case, you should definitely choose an independent advisor.
Only then, you can be sure that you are not being sold random financial or insurance products.
The wealth advisory services provided by Estoppey Value Investments in Basel always focus on your personal financial situation as well as your wishes for your financial future. My advice is based on these factors alone - not on specific products or commissions tied to financial or insurance institutions.
My - and certainly also your - goal is to build up and increase your assets in the long term. And this is only possible with an in-depth analysis of your finances in combination with an individual wealth advisory service.
This Is How Investment Advice Aorks at Estoppey Value Investments
Wealth advisory primarily shows you options for investing money or financing. Of course, tax issues and your current economic situation also play a role here. In addition, questions about future plans must be taken into account when providing investment advice. Thus, a holistic approach is always required in order to subsequently design a clean, holistic and needs-oriented wealth strategy.
My wealth advisory services in Basel therefore include for the following steps:
1st Step: Initial Meeting
The initial meeting is free of charge and serves to get to know each other. You can ask questions and get a good insight into my approach to investment advice. It is also a good opportunity for you to inform me about your specific financial needs and ideas.
2nd Step: Wealth Advisory Tailored to Your Personal Situation
The second step involves a comprehensive inventory of your assets, including income, savings rate, assets, investments, pension assets or inheritances. This inventory is linked to your personal wealth aspirations and goals in life. The analysis of this overall financial picture forms the basis for the subsequent wealth strategy.
3rd Step: Development of an Asset Strategy
I will develop an optimal wealth strategy for you, in which your current life situation and your wishes are taken into account - in order for you to invest your money optimally and the investment corresponds to your desired wealth distribution.
With this wealth strategy you receive specific recommendations and I support you personally with questions as well as individual adjustments. In addition, you will receive professional wealth management, including competent investment advice and financial consulting.
Investment Advice from Basel:
With Estoppey Value Investments - Your Assets in Professional Hands!
Investing and increasing assets requires not only extensive economic and financial knowledge, but also a lot of time. It is also important to keep an eye on financial security - for the present and the future. This is precisely where my wealth advisory services from Basel come in.
I would be happy to support you with my experience as a
wealth manager and advisor in order to make the
right
financial decisions
together with you.
