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LIGHTHOUSE SWISS WEALTH ADVISORS AG

LIGHTHOUSE SWISS WEALTH ADVISORS AG

Description

About LIGHTHOUSE SWISS WEALTH ADVISORS AG

LIGHTHOUSE SWISS WEALTH ADVISORS AG is a leading financial advisory firm that has been providing expert financial guidance to clients for over 20 years. With a team of highly experienced advisors, this firm is dedicated to helping clients achieve their financial goals and secure a bright financial future.

How Does the Advisor Help Clients – Key Takeaways:

LIGHTHOUSE SWISS WEALTH ADVISORS AG offers a wide range of financial services to its clients, including wealth management, investment planning, retirement planning, and tax planning. The firm’s advisors are committed to understanding each client’s unique financial situation and developing personalized strategies to help them reach their financial objectives.

Facts and Insights

As a leading financial advisory firm, LIGHTHOUSE SWISS WEALTH ADVISORS AG has a wealth of knowledge and expertise to share with its clients. Here are some key facts and insights about the firm:

Assets Under Management Number of Advisors Time in Business
$2.5 billion 50+ 20+ years

Financial Services Offered

LIGHTHOUSE SWISS WEALTH ADVISORS AG provides a comprehensive range of financial services to its clients. These include:

  • Wealth management
  • Investment planning
  • Retirement planning
  • Tax planning
  • Estate planning
  • Insurance planning

Client Types

This financial advisory firm caters to a diverse clientele, including high-net-worth individuals, families, and businesses. Whether you are just starting your career or looking to retire, LIGHTHOUSE SWISS WEALTH ADVISORS AG has the expertise and resources to help you achieve your financial goals.

Fees & Compensation

LIGHTHOUSE SWISS WEALTH ADVISORS AG believes in transparency and works closely with its clients to ensure they understand all fees and charges associated with their services. The firm’s fees are based on a percentage of assets under management and are competitive within the industry.

Background

LIGHTHOUSE SWISS WEALTH ADVISORS AG was founded in 1999 by a team of experienced financial advisors who shared a common goal: to provide expert financial guidance and personalized services to clients. Today, the firm is a leader in the financial advisory industry and has a reputation for delivering excellent results.

Financial Advisor Disclosures to Know

As a transparent and reputable firm, LIGHTHOUSE SWISS WEALTH ADVISORS AG believes in providing clients with all the information they need to make informed decisions. The firm’s advisors are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest. Additionally, LIGHTHOUSE SWISS WEALTH ADVISORS AG is held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests.

Company Information

Main Office

Mail Office

Other Information

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