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Wealth management consulting in Mainz. |
Your FinancialPlanner.
As wealth advisors and a reliable partner in Mainz, we are here to support you even during times of economic difficulty.
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How can you achieve profits despite the ongoing low interest rates?
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What long-term impacts do economic trends have on your wealth?
Our goal is to address your personal concerns and find solutions.
Contact us for personalized advice in Mainz and actively work on securing your financial future.
We strive for your financial happiness, as your success is our goal.
Your wealth advisor in Mainz,
Carsten R. Streb.
Why Carsten R. Streb as your financial advisor in Mainz?
Our experience makes the difference. With over two decades of theoretical and practical knowledge, we clearly set ourselves apart from other companies in the industry as investment advisors.
Our wealth advice is based on science. We have continuously ‘refreshed’ and updated this over the years:
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2000
Businessman for insurance and finance (IHK)
2003
Diploma 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)
What our clients appreciate about us is our reliability and the trust we place in them.
We are your personal contacts and always keep an overview of your individual situation and goals. With our experience and expertise, we are your dependable partner for sound financial advice and planning.
Our location in Mainz.
Mainz
CoWork, -Meeting | CoWork Mainz
(GbR, partner)
Schusterstraße 46 - 48
55116 Mainz on the Rhine (Old Town)
Your added value with our investment advice.
Holistic recommendations
In order to make important long-term decisions, our recommendations are harmonised and complement each other. Your personal goals are at the centre of our long-term collaboration.
Focus on sustainability
We ask: What principles are important to you, how would you like to invest your money and what impact do you want your investment to have? How important is the topic of sustainability to you?
Customised concepts
Our services include a thorough analysis, the development of customised concepts for protection, retirement provision, asset accumulation and the provision of detailed, comprehensible wealth advice.
Personalised advice
We are aware that financial advice is above all a personal matter. That's why you don't ‘just’ get financial advice from us, but also a trusting relationship and personalised advice on an individual level.
Long-term support
We offer optional accompanying and long-term support. In this way, we protect your assets, increase them and ensure a secure financial future.
Carefree everyday life
Our goal is to provide you with a stress-free everyday life, so you can focus on the things that truly matter – your life!