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Investment advisor | Nationwide.
We offer personalised investment advice in Cologne, Düsseldorf, Hamburg, Munich and Berlin. As your wealth advisor, we are here to help you achieve your financial goals and secure your future.
You want:
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Achieve your long-term financial goals?
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Manage complex financial situations? (inheritances, tax planning or business start-ups)
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Optimise your returns?
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Manage your risks?
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Make valuable use of your time?
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Independent investment advice?
With customised solutions and personal investment advice, we help you to manage and grow your assets in the best possible way.
We now have over two decades of experience and in-depth expertise to support you in all financial matters.
We strive for your financial happiness.
Your wealth advisor,
Carsten R. Streb.
Why Carsten R. Streb as your financial advisor in Berlin, Hamburg, Cologne, Düsseldorf and Munich?
Our most valuable asset is our expertise. With over two decades of solid knowledge and practical experience, we distinguish ourselves as wealth advisors from other providers.
Our advisory philosophy is based on scientific findings, which we continuously update and expand
2000
Businessman for insurance and finance (IHK)
2003
Graduate in Business Administration
2006
Lecturer (CU)
2012
Executive Master of Business and Administration | Specialisation: Financial Planning
2014
Executive Financial Consultant (CU)
2023
Financial Economist (EBS Executive School)
Our clients particularly appreciate our reliability and the trust we place in them. We act as your personal point of contact, always keeping an overview of your individual situation and goals.
With our extensive experience and professional expertise, we stand by your side as a trusted partner for sound wealth advisory and planning
München
Meeting Space | München
Ludwigstraße 8
80539 München
Hamburg
Meeting Space | Hamburg
Ballindamm 27
20095 Hamburg
Berlin
Meeting Space | Berlin
Unter den Linden 10
10117 Berlin
Düsseldorf
Meeting Space | Düsseldorf und Köln
Königsallee 27
40212 Düsseldorf
Your added value through our investment advice.
Holistic recommendations
Our advice is based on harmonizing and complementing our recommendations to support long-term, meaningful decisions. The focus is on your individual goals
Sustainability in Focus
Which values and principles are of central importance to you? How do you want to invest your capital and what impact do you want your investments to have? Is sustainability an important aspect for you?
We customise your investment to your sustainability preferences.
Individualized concepts
Our services include a comprehensive analysis as well as the development of tailored concepts in the areas of protection, retirement planning, and wealth accumulation. Additionally, we offer detailed and easy-to-understand wealth advisory services.
Personalised advice
We understand that wealth management is an extremely personal matter. That’s why we offer not only financial advice but also a trusting relationship and personalized consulting on an individual level.
Permanent support
Optional bieten wir auch langfristige Begleitung und Betreuung an. Dadurch gewährleisten wir nicht nur den Schutz Ihres Vermögens, sondern auch dessen Steigerung sowie die Sicherstellung einer stabilen finanziellen Zukunft.
Carefree everyday life
Our goal is to make your everyday life stress-free, so you can focus on the things that really matter – your life!