Dr. Anna Lindqvist
Founder & Managing Director
20 years in international wealth management. Chartered Financial Analyst (CFA). Specialization: wealth building and wealth structuring for entrepreneurial families.
Independence as Principle
Four certified advisors with over 15 years of combined experience in wealth building, retirement planning, and entrepreneurial wealth.
For over 15 years, we've advised clients in Stuttgart — commission-free, transparent, and always in your interests.

Founded in 2009 with a vision that financial advice could be different. Not product sales, but strategy. Not commissions, but performance-based fees. Not complexity, but clarity. Dr. Anna Lindqvist brought 20 years of international wealth management experience — with the conviction that significant wealth requires independence.
Over the years, our team grew, but our standards did not. We remained independent, lean, specialized. Today we advise employees, entrepreneurs, and family businesses in Stuttgart. Our success is your success — measured in fulfilled life goals, stable wealth, secure retirement.

Four certified advisors with specializations in wealth building, retirement planning, and entrepreneurial wealth.
Founder & Managing Director
20 years in international wealth management. Chartered Financial Analyst (CFA). Specialization: wealth building and wealth structuring for entrepreneurial families.
Senior Advisor
15 years in retirement planning and tax optimization. Certified Financial Planner (CFP®). Focus: secure retirement strategy for employees and self-employed professionals.
Advisor — Wealth Building
Specialist for young wealth builders and self-employed professionals. Certified Wealth Advisor. Focus: investment strategy and tax optimization for founders.
Advisor — Financial Planning
Focus: financial planning for employees, risk protection, insurance. Certified Insurance Advisor. Emphasis on tailored risk coverage without overselling.
From founding to Stuttgart's leading independent financial advisory firm — highlights of our journey.
Launch with focus on independent fee-based advisory. First clients from Stuttgart's mid-market and affluent employees.
Team expands to two advisors. Enhanced specialization in wealth building and international diversification.
All advisors hold recognized certifications (CFP®, CFA, Insurance Specialist). Quality assurance and transparency for clients.
Growth through specialized focus areas: retirement planning, entrepreneurial wealth, self-employed professionals. Remaining independent and close-knit.
Broad client base, over 300 wealth structures managed. Proof of successful, independent advisory practice.
Infrastructure modernization. Online access for clients, digital documentation, while remaining personal and hands-on where needed.