13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs ...

13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs. I get my daily motivation from the satisfaction of my customers, who recommend me to friends and family. Due to the closeness that arises with my customers, it is often natural to enter into a long-term partnership, which results in 360° advice in all phases of life. Practical, objectively targeted and economically sustainable solutions are my credo. Show less

During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...

During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.

My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. Show less

Rosmarie Elmer has not entered any text yet.

In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...

In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker Show less

Lukas Scheiwiller has not entered any text yet.

We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning betwee ...

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 Show less

I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitabl ...

I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitable foundations.

I obtained my master's degree in banking management from the Frankfurt School of Finance & Management. I started my career in 1996 at Commerzbank in Germany. In 2005 I moved to Switzerland to work first for a major Swiss bank and then for a Swiss private bank.

My many years of expertise in private banking and my uncompromising focus on the needs of investors are highly valued by my clients. Show less

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less