Financial Boutique

Our financial guidance and services set higher standards for your financial well-being, ensuring we're on the same page.

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Comprehensive

Tailored Financial Solutions for Your Future

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Young asian businessman

Our team of experts provides a wide range of financial services, including investment advice, retirement planning, financing, and tax consultation.

We understand that each client has unique needs and goals, which is why we offer personalized solutions to help protect and grow your wealth.

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Smart Tips
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Strategy

Tailored Financial Solutions for Your Future

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Wealth Planning and Investment Services

Investment strategies and comprehensive financial planning for sustainable wealth growth.

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Secure Financial Planning and Advisory

Personalized, secure financial advice and strategic planning for a stable financial future.

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Capital Management and Strategies

Expert capital management with strategic, innovative approaches for maximizing asset growth.

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Asset Protection and Wealth Management

Holistic services for robust asset protection and effective wealth management strategies.

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Working with Frivalea Wealth Planning and Investment Services transformed my financial outlook. Their team provided me with a strategic plan tailored to my unique needs.
Cucasian middle-aged businessman
Jordan Matthews
CFO,  Innovatech Solutions Inc.
Comprehensive

Tailored Financial Solutions for Your Future

Take your financial strategy to the summit with our innovative wealth management solutions. At Frivalea, we understand the terrain of the global economy and have the expertise to guide you to the pinnacle of fiscal success.

Strategic Planning

Navigate market volatility with confidence, armed with a strategy that's as unique as your goals.

Investment Insight

Leverage our analytical prowess to uncover opportunities that align with your vision for growth.

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Partnering with Frivalea Capital Management and Strategies was a pivotal moment for my business. Their insightful analysis and innovative approaches unlocked new growth opportunities.
Cucasian middle-aged businessman
Alex Rivera
Director of Business Development, GreenTech Innovations LLC
Empower

Financial Advisory Services for Your Future

Welcome to our independent financial boutique based in Zurich, Switzerland.

We are dedicated to providing personalized financial advisory services, including investment advice, retirement planning, financing, tax consultation, and more.

Empowering

Navigating Your Path to Prosperity

Take your financial strategy to the summit with our innovative wealth management solutions. At Frivalea, we understand the terrain of the global economy and have the expertise to guide you to the pinnacle of fiscal success.

68.3%
Effective Tax Strategies
76.5%
Debt Reduction Milestones
82.7%
Retirement Planning Success
89.2%
Effective Tax Strategies
The Experts

Our Team

Meet the experts behind our success.Each member of our team brings a wealth of experience and a commitment to excellence.

Wolfgang Puntigam

Head of Expansion
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Christopher Wischenbart

Teamleiter
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Patrick Hrauda

Gewerberechtlicher Geschäftsführer
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Samir Agha-Schantl

Geschäftsführender Gesellschafter
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Maria Schantl

Gründerin & Geschäftsführende Gesellschafterin
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Bereit mit uns zu wachsen?

Erahren Sie mehr über unsere Dienstleistungen und kontaktieren Sie uns einfach.