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DirectoryFinance & InsuranceFinancial ServicesLucerneWM Weibel Mueller AG
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WM Weibel Mueller AG

Summary

About the company

The core activity of Weibel Mueller AG is independent financial consulting and wealth planning for private individuals and companies, including services such as asset management, real estate and mortgage consulting, trust and succession planning.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered6
Financial advisory
Comprehensive financial advisory for private individuals, including a financial plan, retirement, pension, tax and mortgage questions, as well as assessment of pension or lump-sum withdrawal.
Wealth investments
Investment advisory including definition of the investment strategy, selection of the banking partner, periodic portfolio meetings, and implementation via a partner from the network.
Real estate and mortgages
Advice on real estate financing and mortgages, including affordability assessment, structuring of equity and debt capital, and comparison of terms from banking partners.
Fiduciary services
Fiduciary services with web-based bookkeeping access, account balances, revenue development and invoicing, as well as advice on salary, dividends and retirement solutions.
Succession planning
Succession planning and company transfer with analysis of the initial situation, an objective basis for decision-making, and support for sellers and successors.
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Location

Hier entsteht die Karte
Grendelstrasse 2
6004 Lucerne

At a glance

Legal form
Corporation
UID
CHE-101.177.334
Founded
1999 · 27 years
Last commercial register change
December 4, 2023
Employees
1 to 10

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