Your investment advisor in Wiesbaden, Mainz, and Frankfurt.

Your Investment Advisor in Wiesbaden, Frankfurt, or Mainz.

To efficiently and effectively achieve your individual investment goals, you need a flexible, tailored financial plan and strategy that reflects your unique wishes, needs, and objectives.

What wishes, needs, or goals do you have?

Liquidity

Wealth accumulation

Wealth allocation and tax optimization

Wealth management

Retirement planning

Estate planning

"Whoever does not know where they want to go will not arrive."

As your financial planner and professional investment advisor, we first focus on your life and financial planning—your wishes, needs, and goals—our foundation.

Since 2012, we have been accredited financial planners, offering us the greatest independence compared to other market participants. We are therefore completely free from external interests (financial industry).

Let’s make this more concrete:

Do you only want pure investment advice?

Absolutely!

Which asset class do you prefer?

Unlike many market participants, we also provide comprehensive advice on asset classes and optimal holistic asset structuring.

How do you want to invest your money?

In which asset classes would you like to invest?

Liquidity | Sight deposits

Stocks | Funds, including ETFs

Bonds | Funds, including ETFs

Currencies

Commodities

Real estate (owned or rented out)

"Your" company

In addition to a holistic financial planning approach, we also offer topic-based investment planning if needed. You decide what is effective and what you consider appropriate.

As your investment advisor, we can provide suitable solutions and asset classes (financial instruments) from your investment plan and support you on your journey.

Moreover, since 2014, we have been one of the first state-licensed fee-based financial investment advisors in Germany. Our focus as financial planners is investment advice.

Here, too, we enjoy maximum independence compared to other market participants—not only because we work on a fee basis but also because we are not affiliated with any fee-based financial sales organizations.

Our investment advice follows a purely holistic financial planning approach to help you determine how to achieve your goals most efficiently.

Are ecological or social aspects important to you in your investments?

We are FNG-certified advisors for sustainable investments.

Share your preferences with us, and we will offer you individually tailored sustainable investment opportunities based on your wishes.

You can consciously choose to support social or environmentally friendly projects while excluding those that do not align with your sustainability preferences.

Let’s discuss this in a personal meeting.

With us, you can engage in a trusting and discreet conversation.

We strive for your financial happiness and freedom.

Your Investment Advisor,

Carsten R. Streb e. K.

Get to know us.

Your Investment Advice | Process

Your investment advice follows a clear process with us:

1. Data Collection

We offer both analog and digital options for collecting your data as needed. With digital data collection, you will receive a shared digital folder from us, allowing for efficient and secure data gathering.

4. Decision

If you wish, I can provide you with a transparent overview (financially and scientifically) of your financial instruments and those available in the market.

I can also offer you my investment recommendation, including a clear and individual assessment of the pros and cons.

You make the decision.

We are happy to provide the implementation of your investment recommendation, either in an analog or digital format, according to your preference.

2. Analysis

We begin with the analysis. We clarify your goals (target), your financial situation, and your knowledge and experience (current state).

Additionally, we develop your individual holistic profile (including your specific risk/return profile and sustainability preferences) as well as your investment-specific profile.

This provides you and us with the best possible foundation and understanding for everything that follows—your investment advisory.

5. Support

Optionally, we also offer to support you in implementing your investment plan.

We regularly adjust your investment strategy and update it according to your individual situation and market conditions.

Your personal contact | Investment Advisor.

To facilitate this, we provide our CRS Cloud and app for the best possible overview.

3. Conceptualization

Based on this comprehensive foundation, we will work with you to create your holistic strategy (investment plan) or tactics (project plan), potentially using scenario analysis to identify the best possible:

Investment efficiencies
Cost efficiencies
Tax efficiencies
Behavioral efficiencies

Following this, you will receive a presentation of your individual investment plan.

Get to know us.

Added Value | Your Investment Advisory

Efficiency.

As your investment advisor, we focus on your

Investment Efficiency

Cost Efficiency

Tax Efficiency

and particularly on your

Behavioral Efficiency.

Sustainability

As a certified investment advisor for sustainable investments (FNG), we can provide you with guidance based on current scientific knowledge, meaning we can incorporate your sustainability preferences into your investment plan in the best possible way.

Security.

With our consulting (individualization | profiling) and our processes, along with optional support, we ensure that your investment / investment plan is optimally structured for security (based on your individual risk-return profile) and remains so over time.

This way, you can consistently move closer to your goals and achieve them safely.

Support.

Through our ongoing support, including regular evaluations (with reporting) and updates to your investments, we can ensure that you stay efficiently on course as your investment advisor. This helps you maintain alignment with your goals over time, in accordance with your investment and financial plans.

Time.

As your investment advisor, you will receive clear and prompt answers to all your financial questions.

This way, you actively shape your financial future with us while saving a lot of time for what truly matters: your life.

Clarity.

As a fee-based financial advisor, you can expect clarity and, above all, absolute transparency—especially regarding advisory and product costs.

Individuality.

In your investment planning, we consider your unique family situation. Alongside your financial status, we work together to clarify your wishes, needs, and goals, as well as your individual risk tolerance.

You have the freedom to choose whether you prefer a holistic or a theme-based investment consultation.

Your investment plan – as individual as you are!

Trust.

Our business model as your financial planner and fee-based investment advisor is free from conflicts of interest, ensuring alignment between our interests (service provider and consumer).

This, in our view, forms the foundation of trust - a prerequisite for a productive collaboration.

With us, you can have confidential and discreet conversations.

Your Investment Advisor,

Carsten R. Streb e. K.

Get to know us.