An independent investment adviser serving individuals and families, built on disciplined, long-horizon management and a direct relationship between client and advisor.
As a fiduciary, the firm is required to act in its clients' best interest. Its conflicts of interest, and the procedures for addressing them, are described in its Form ADV.
A systematic, research-led process, applied with patience across market cycles.
A limited number of relationships, served closely. Privacy, clarity, and direct access to the people doing the work.
Ongoing portfolio management under written authority, tailored to each client's circumstances.
Recommendations and consultation; the client makes each final decision.
Goals, cash flow, retirement, education funding, and portfolio review.
Planning combined with the coordination of a family's broader financial affairs.
A fuller description of each service is on the Wealth Management page. Fees, methods, and conflicts of interest are described in the firm's Form ADV.
Swiss Finance Private Wealth Management LLC is an independent investment advisory firm directed toward a defined purpose: the careful management of capital for individuals and families.
Swiss Finance Private Wealth Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.
For inquiries about the firm's services, or for professional, compliance, or general correspondence, please write to us.
