weiss group

A partner for life

Together with our partners, we are able to accompany our clients through all phases of their lives with regard to financial matters. Depending on where they stand in life, we focus our business activities on wealth accumulation, wealth preservation or wealth transfer. For more information on how we help our clients in their current stage of life, see below.

What we do

Our activity in context of phases of life

Retirement Employment Education Phases Transfer Wealth Preservation Wealth Accumulation Our activity Income Assets Insurance Real Estate Advisory Partner