Your finances,
our expertise.

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Welcome to VPZ

We accompany you with independent, personal, and sustainable guidance through every stage of life – from wealth management and retirement planning to tax advisory services.

Our Areas of Expertise

Grow and secure your assets with our personalized strategies.

Financial advisory

In today’s market environment, an independent wealth analysis is more valuable than ever.

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Pension planning

An independent pension analysis shows you potential gaps in your pension provision and helps you secure your standard of living in retirement.

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Tax advisory

At VPZ, we show you how to unlock immediate benefits—without the need for major adjustments.

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Retirement planning

With early and individual pension planning, you can lay the foundation for financial security in retirement – independently and holistically planned.

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Real estate advisory

We offer holistic and independent guidance to ensure the optimal financing of your home.

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Estate planning

Early planning provides your heirs with the confidence that your affairs will be managed exactly as you envision.

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Long-term care cost planning

Planning nursing home costs early on takes the pressure off you and your relatives during a challenging phase of life.

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Moving to Switzerland

A well-planned move to Switzerland will make it easier for you to integrate and provide you with financial and organizational security right from the start.

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Corporate advisory

Effective business planning stems from holistic and independent advisory services.

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