We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning between Switzerland and the U.S..

Our mission is to help people reach financial independence faster, through clear, transparent, and personalized financial strategies.

What sets us apart? We work 100% independently, product-neutral, and exclusively on a fee-only basis — so your best interest always comes first. We don’t just show you what to do — we also explain why.
And every solution we recommend is one we believe in and use ourselves.

🔍 Our Services:
• Portfolio Check
Independent analysis of your current investments
• Wealth Advisory
Clarity on your financial situation with specific advice for free assets, 3rd pillar (Säule 3a), and vested benefits accounts
• Holistic Financial Planning with Investment Advisory: From building wealth to retirement income strategies (pension vs. lump sum) and drawdown planning
• Cross-Border Financial Planning (Switzerland–U.S.): Specialized support for U.S. persons living in Switzerland and Swiss nationals with U.S. ties — including investment, tax, and regulatory considerations
• Financial Education & Coaching: Learn how to invest across asset classes (stocks, bonds, gold, Bitcoin, real estate), instruments (ETFs, funds, derivatives), and strategies — from beginner to advanced

We help you achieve better long-term results with smarter decisions, lower costs, and a more strategic allocation between taxable wealth and retirement accounts.

💡 Who is this for? Whether you’re just starting out, already building wealth, or planning your financial future — we support you with expert guidance, real-world experience, and a clear plan.

Let’s find out together how you can reach your financial goals faster — with more clarity and confidence.

Still unsure? Follow us on social media (mostly in Swiss German though..):
🎧 Spotify: Finanzapero
📸 Instagram: @stuzz.ch
▶️ YouTube: STUZZ
💼 LinkedIn: STUZZ