Summit Wealth Management provides tailored comprehensive Wealth Management solutions, ranging from Asset Management to Financial Planning for local Swiss and Expat Nationals. Summit is an innovative, independent consultancy that gives impartial and genuine advice.
We work with top, globally recognised institutions to give our clients well-balanced, risk adjusted portfolios. Summit’s experienced consultants provide a transparent and highly professional service, making client’s financial prosperity their first priority.
We provide comprehensive financial planning advice covering:
Investments
Pension Transfers & QROPS
Protection - Medical, Disability, Life Cover
Tax advice
Wills and Trusts
Global FX Exchange/Transfer
Summit Wealth Management AG is a member of ARIF
Company Details
- Founded
- -
- Address
- Bahnhofstrasse 21, Zug,6300,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.summitwealth.ch/
- Keywords
- Financial Planning for Expats, Investments, Pension Transfers & QROPS, Tax Advice for Expats.
- HQ
- Zug
Summit Wealth Ag Questions
Summit Wealth Ag's website is http://www.summitwealth.ch/
Summit Wealth Ag's LinkedIn profile is https://ch.linkedin.com/company/summit-wealth-ag
Summit Wealth Ag's industry is
Financial Services
Summit Wealth Ag's top competitors are
Eadon & Co Ltd,
Centaur Financial Services,
Summit Wealth Services,
O3 Insurance Solutions,
Ncs,
Rothbridge Investments,
The Wealth Designers,
Paka,
Provident Wealth,
Direct Life And Pension Services Ltd.
Summit Wealth Ag's categories are Financial Services
Summit Wealth Ag's founding year is 2016
