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

Qualifications: Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert ...

Qualifications:
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert NDS HF, Certified Social Insurance Specialist with Federal Certificate of Competence, Certified Financial Advisor IAF

Professional Experience:
8 years at major banks, 8 years at regional banks, 8 years at insurance

Current Part-time Positions:
Member of the Board of Directors of Immocompass AG, President and Head of the Quality Assurance Commission for Certified Insurance and Pension Advisors IAF, Head of Department for Certified Financial Advisors IAF, Main Expert/Examination Author for Certified Financial Planners with Federal Certificate of Competence, Lecturer at Mendo AG (Assets Module, Certified Financial Advisor IAF Course), and experience as a member of the Board of Trustees of a pension fund Show less

Are you thinking about your retirement? And can't see the forest for the trees? We would be happy to tackle your financial planning together, taking ...

Are you thinking about your retirement? And can't see the forest for the trees?

We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.

This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.

See you soon... take the first step today: a call or email is enough. Show less

Always in view: Taxes / assets / capital market / pensions / inheritance / Marriage & inheritance law / real estate / financing / investments Bruno L ...

Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments

Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse. Show less

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and as ...

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups

https://www.linkedin.com/in/roger-cadonau-643362127/ Show less

I have always been involved with finance and insurance. It is important to me that I fully understand my clients' specific situations and can offer th ...

I have always been involved with finance and insurance. It is important to me that I fully understand my clients' specific situations and can offer them tailor-made solutions. Transparency is important to me and as an independent financial advisor, I always look for the best offers for my clients. Show less

I have been working in the insurance and finance industry for over 15 years. I also specialize in pension and finance planning for private individua ...

I have been working in the insurance and finance industry for over 15 years.

I also specialize in pension and finance planning for private individuals and companies.

I would be happy to advise you on all pension and finance matters and we can work together to create a plan that can be implemented.

I would be delighted to hear from you.

Marco Rudin Show less