Private Wealth Management

Zofingen Private Wealth offers investment strategies from tax planning and wealth transfer guidance to portfolio construction and investment to help achieve your wealth goals.

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OUR APPROACH

Empower Your Future

Invest using Global Perspectives

Wealth and risk management require a broad range of perspectives. Our team looks at a wide range of factors when advising clients. Economics, markets, geopolitics, and research from Wall Street provide the team with the context necessary to provide the best guidance to clients.

Fundamental
Strategies

The cornerstone of wealth is a bespoke, diversified portfolio. Our approach with clients differentiates our philosophy and portfolio building by leveraging the latest technology tools and conducting extensive due diligence, allowing our clients to access unique opportunities and move swiftly enough to capitalize on them.

Build Bespoke Lifestyle Services

Zofingen prides itself on having a notable network of lifestyle partners. We offer access to a curated group of concierge specialists that provide services unique to your distinct lifestyle.

SERVICES

Comprehensive Wealth Solutions

Sophisticated Solutions

Institutional Portfolio Strategies

Sophisticated portfolio management using institutional-grade investment strategies tailored to your unique financial goals.

Alternative Investments

Alternative Investments

Access to hedge funds, venture capital, private equity, and credit funds designed for high-net-worth individuals.

Capital Markets

Capital Markets

Solutions combining investment banking and institutional trading expertise to meet your complex financial needs.

Financial Advisory

Liquidity Advisory

Family office and corporate cash management emphasizing liquidity and capital preservation strategies.

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The ZPW Difference

“Steve is a pleasure to work with, so much so that he has become a friend and confidante. I trust him not only for advice in areas he is most qualified in, but in all areas, he truly cares and will do whatever he can to help. His personal relationship with his clients is a true differentiator.”
Current Zofingen Client
“Steve is compassionate, diligent, trustworthy, experienced, and competent.”
Current Zofingen Client
“Like Stephen personally, but mostly appreciate his diligence and skill.”
Current Zofingen Client
“Our retirement planning has been 100% driven by Stephen for almost thirty years.”
Current Zofingen Client
“Zofingen's values are profound. They are true, genuine, and strong people.”
Current Zofingen Client
“Zofingen understands what we face as entrepreneurs building companies.”
Current Zofingen Client
“Zofingen is a firm that listens and continually focuses on serving clients better.”
Current Zofingen Client
“The team truly understands our family's unique financial situation and goals.”
Current Zofingen Client
“Working with Zofingen has given us confidence in our financial future.”
Current Zofingen Client

Zofingen clients were not compensated via credits or other benefits from Zofingen for providing testimonials. Quotes do not necessarily represent all client experiences. Testimonials verified by Indyfin.

Experts in managing wealth

Zofingen Private Wealth is versed in the multi-dimensional complexities of managing client wealth.

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