Our Offering

Expertise

Investment Proposals

We help you to define the best suitable products in different asset classes.

Portfolio Analysis

Performance and Asset Allocation analysis and controlling.

Real Estates

Support and Consulting in Real Estate investments.

Other services

We work very closely with external in Legal, Tax and Accounting.

Mission statement

About Us

Our History

Founded in 2017 – we are a young, innovative and fully independent company. We strive to provide the best tailormade solutions based on your personal needs. Discretion is one of our most important goals.

Our Vision

We offer you a wide range of Product and Services out of one hand. Our compensation is transparent and fair. We do not accept any fees from banks or insurance companies.

We are here for you

Get in touch

FINANCIAL CONSULTING

Whatever your request, we are happy to take your message, call or contact form. Leave us a message and we will get back to you to discuss our offering.

We provide tailormade solutions to almost any need in the financial industry. Give us a try, we wont disappoint you.



Sommerhalder Financial Consulting

Seestrasse 69
8806 Bäch
Schwyz - CH
UID CHE-235.551.394
Mobile +41 79 608 60 80
Tel +41 44 687 75 11