Summit Wealth Management AG

Summit Wealth Management AG

Bahnhofstrasse 21
6300 Zug


Phone 041 508 75 10


Summit Wealth Management AG provides tailored comprehensive Wealth Management solutions, ranging from Asset Management to Financial Planning for local Swiss and Expat Nationals. Summit is an innovative, independent consultancy that gives impartial and genuine advice. We work with top, globally recognised institutions providing well balanced risk adjusted portfolios. Summit’s experienced consultants provide a transparent and highly professional service, making clients' financial prosperity their priority.

Products, services

We provide comprehensive financial planning advice covering:

Pension Transfers and QROPS
Protection: Medical, Disability, Life Cover
Tax advice
Wills and Trusts
Global FX Exchange/Transfer

Certificates, awards

ARIF membership number 2969

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