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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,947 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesWeinfeldenWITTWER financial planning
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WITTWER financial planning

Summary

About the company

WITTWER financial planning provides financial and pension planning as well as estate and succession planning and performs pension/benefit analyses. Additional services include insurance and pension fund solutions, risk management, portfolio analysis, fiduciary services and will execution.

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Offering

Products & services

Industry:Financial Services
✓ Offered7
Financial and pension planning
Financial planning and pension planning with budget, asset and liability analysis; decision support for liquidity, taxes and estate planning, as well as income security in retirement.
Retirement and estate planning
Retirement planning with power of attorney and advance directive, as well as estate planning with marriage/estate contract and will; development and implementation of suitable solutions.
Retirement risk analysis
Analysis for unexpected events such as incapacity for work or death; assessment of the current situation, evaluation of financial risks and a basis for suitable measures.
Insurance and pension fund solutions
Advisory on personal insurance coverage and occupational pension provision; insurance comparisons, coordination with social insurance schemes, as well as sector, cost and benefits comparisons.
Risk management
Structured process for identifying, assessing and reducing corporate risks; risk matrix, catalogue of measures, own risks and insurance management.
Executor management and estate partition
Executor management and estate partition with support for burial arrangements, clearing work, liquidations and the sale of real estate in the estate.
Real estate sale
Sale of real estate in connection with estate divisions, executor management, or financial and retirement planning; support for sales across Switzerland.
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Location

Bahnhofstrasse 13
8570 Weinfelden

At a glance

Legal form
Sole proprietorship
UID
CHE-104.907.833
Founded
2006 · 20 years
Last commercial register change
March 27, 2014
Employees
1 to 10

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