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Wealth Management Consultancy in Frankfurt. |
Your FinancialPlanner.
In times of economic uncertainty, we are here for you as wealth advisors and a trusted partner.
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How can you achieve returns despite low interest rates?
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What are the long-term effects of economic trends on your wealth?
Our expertise is focused on addressing your individual concerns and offering solutions.
Contact us for a personal consultation in Frankfurt am Main and actively shape your financial future with us.
Your success is our goal – we strive for your financial happiness.
Carsten R. Streb
Your Financial Planner
Why Carsten R. Streb as your financial advisor in Frankfurt?
Our strength lies clearly in our expertise. With over two decades of both theoretical and practical experience, we differentiate ourselves from other "wealth advisors" and asset management companies on the market.
Our wealth advisory is based on science. We are:
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Insurance and Finance Specialist (IHK)
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Graduate in Business Administration (Diplom Betriebswirt)
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Lecturer (CU)
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Executive Financial Consultant (CU)
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Executive Master of Business Administration specializing in Financial Planning
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Financial Economist (EBS Executive School)
Furthermore, our clients appreciate our reliability and the trust we place in them.
We are your personal point of contact and always keep the bigger picture of your individual situation in mind.
Our location in Frankfurt.
Frankfurt am Main
CoWork, -Meeting | Lindley - Lindenberg
Lindleystraße 17
60314 Frankfurt am Main
Your added value with our investment advice.
Comprehensive recommendations
Our recommendations are aligned and complementary, designed to support important decisions over the long term. In a lasting partnership, your personal goals are always at the center.
Focus on sustainability
We ask: What values are important to you, how do you want to invest your money, what impact should your investment have? What role does sustainability play for you?
Individual concepts
We offer a comprehensive analysis, develop individual concepts for protection, retirement planning, wealth building, and provide detailed, understandable wealth advisory services.
Personal Consultation
We understand that investment advice is first and foremost personal. That's why we not only offer financial services, but also a trusting relationship and personalised advice.
Permanent support
Optionally, we can provide you with long-term support. In this way, we ensure that your assets are preserved, increased and protected - for a worry-free financial future.
Sorgenfreier Alltag
Our mission is to provide you with a worry-free daily life, so you can focus on the truly important things – your life!