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Not everyone attaches the same importance to wealth, and that's a good thing. Because wealth is not an end in itself, but it can create peace of mind. Wealth means security. And security helps to reduce the risks of everyday life. Personal financial advice is always a question of quality of life, especially when you are pursuing new goals or your financial situation suddenly changes. Sound planning cannot offer absolute security, but it does create complete transparency.
Independent since 2001
Since its foundation in 2001, Vermögens Planungs Zentrum has been independent of banks, insurance companies, and other financial intermediaries. Our independence is the basis for objective recommendations, free from conflicts of interest. That is why VPZ is privately owned and has seven locations in Switzerland. This fact qualifies our advice and guarantees neutral recommendations for solutions. The specific expertise of our employees is optimized through selected partnerships with banks, asset managers, insurance companies, lawyers, auditing and trust companies, and real estate specialists.
Your partner in all situations
Whether it's asset, pension, or tax planning, VPZ is your logical partner—competent, neutral, and personal.
Our holistic and independent consulting approach has distinguished us since the foundation of our company in 2001 and has been our most important factor of success ever since. At VPZ, you take centre stage and, together with you, in confidential and personal talks, we seek an individual solution for you that is tailor-made, sustainable, long-term and always
