Financial advisor in Weinheim

It is not without reason that we have chosen the well-known, picturesque ancient city of Heidelberg as the headquarters for our investment advice! The idea to merge established tradition with revolutionary innovation, has been very important to us from the very beginning.

Investments are not an easy topic in Germany. Over the past few years and decades, the financial services sector has strictly earned its frowned upon reputation through a lack of transparency and poor advice. Confidence in financial advisers has been severely damaged and the honesty of financial policy is insufficient.

Because of this, we have it as Financial advisor Weinheim made a mission by clear, honest and independent advice to renew the industry in Weinheim, Mannheim, Ludwigshafen, Heidelberg and beyond the Rhine-Neckar region. We want to return to personal, attentive and reliable advice so that you can feel valued again. But above all we want through one create a new basis for decision-making for you with a high degree of transparency:
Most people don't know what to do about investing. Whether real estate and real estate financing, whether stocks and investment funds or ETFs, whether insurance or pension provision - we Germans are quickly overwhelmed when it comes to investing.
It's just a big, unmanageable topic. Many people decide on an investment strategy without knowing the exact costs and the exact procedure and usually do not understand it.

We'll show you, thanks to one consistently independent advice, Your cost and performance structures and compare them with alternatives of the competition. We create Fund comparisons and show you how to invest your assets. After our consultation, you will understand which investments you have made and how equity funds, pension plans or insurance are fundamentally structured. But above all, you can be sure that you will then are terrific financially and superbly looked after by us will!

InVertas Siegel-Absicherung


InVertas Siegel-Vertrauen


InVertas Siegel-Investment


InVertas Siegel-Finanzierung


We combine your morals with your finances

Everyone is individual and has their own value system through their own life experiences. When it comes to finance, too, everyone values different areas of focus. Whether security or return, whether flexibility or tax savings, whether commission or fee - You set your own focus within your investment.

But also our values and company philosophy flow into your advice! Because our consultations are not aimed at short-term product sales, but at one sincere and professional advice from.
Get to know our principles:

Trust & Credibility:

As Weinheim financial advisor, we attach particular importance to one respectful, direct and cooperative interaction with our customers as well as with our employees.

Responsibility & social commitment:

We understand responsible advice to mean generating reasonable profits to secure the working life and retirement of our customers.
However, by corporate responsibility we also understand to give back something of our success out of conviction.
With this we want to actively and positively shape not only the present, but also the future. Because we have a social responsibility - both for our customers and employees, as well as for society.

Excellence & Expert Knowledge:

Thanks to our many years of expertise and proven expertise as financial advisor for Weinheim, we can offer our clients first-class methods. The focus of our advice is a Tailor-made and, above all, transparent concept developed jointly with the customer.
We are not satisfied with the average, we want perfectionism - both in our approach and in the support and interaction with one another.

We look forward to getting to know you and your values and priorities!

Insurance broker in Weinheim

Insurance brokers in Weinheim with the appropriate permission to broker fee-based tariffs are, just as with fee-based advice, entitled to broker and advise without commission fees (this is also known as fee-based tariff, net tariff or net policy). One certified insurance broker is not forced to demand a sales commission for his advice, but is able to separate most of the costs from the system.

Fee consulting in Weinheim

Before you are undecided, you should consider: It does not matter whether you are aiming for a fee-based consultation in Weinheim or one certified insurance broker to arrange fee rates. You will never be able to guarantee the quality of advice. It is therefore an advantage for you to get to know us and our fee advice! Rely on your gut instinct and discover the remarkable savings that can be achieved through transparent insurance comparisons!

We work both as a fee broker and as an insurance broker in Weinheim. This makes us independent and therefore independent of brokerage premiums, insurance companies and building societies. We only have one obligation to implement your interests. This means that there is no conflict of interest.

A transparent financial analysis of the current situation is designed within our fee consulting. In this step, we compare your current status quo with other providers and potential options based on your cost structures in great detail.

Keep in mind: Closing commissions and support fees do not arise in the case of fee-based advice, since these are clearly prepared and, above all, reduced through separate agreements. So you have more assets in your contracts right from the start and therefore more capital or a higher pension in old age!
recommendation: The top fee rates can even withstand a direct comparison with depots without any problems. Because the cost structures are kept very low for fee rates and the flat tax is not paid in the savings phase, you have the chance to achieve higher maturity payments with fee advice in Weinheim, as in any other region in a pure comparison fund.

Financial services in Weinheim

Finding an independent financial service provider in Weinheim can turn out to be a great difficulty, as many claim to be independent but unfortunately often they are not really independent.
Expertise, authenticity and transparency are absolute core elements in our advice. The preparation of clear cost comparisons, the derivation of sensitive financial issues and the support in the conclusion of the contract are a matter of course for us.
So in case you're wondering:

Where is an independent financial consultancy in Weinheim?

After the consultation, can you find out that InVertas is your trustworthy contact.
You should listen to your gut instinct - but give us a leap of faith and get to know us personally!
Our goal is that even complex, dry and complicated financial topics are explained in such a way that you are well positioned. That she 100 % trust in our independent financial services, in Weinheim, the InVertas team and in your financial plan.

Regardless of whether Financing through loans, liquidity and portfolio analyzes, hedging or independent financial services in general - we are there for you as a contact person in the excellent Weinheim and are there for you at any time, both in person and by video or telephone.

Come to us without obligation and get to know us and ours Free initial consultation in Weinheim know! You will be pleasantly surprised how interesting the topic of finance can be!

InVertas Geschäftsführung

Investments and capital investments for your future

We strive for a world in which everyone is in their own financial future can trust. Safe investments and independent comparisons in old-age provision, real estate or insurance are relevant elements.
In order we Combine values with finance, we work to ensure that you can think about your finances with a good gut feeling

True to the motto: "Learn from the past, experience the present in order to shape a new standard in the future", we want one with you innovative advice and sustainable support create that satisfies you!

We are looking for the most lucrative investments and financial investments for your children, for your own private retirement provision or for your partner. Recommended here is the Creation of a family conceptto take into account all requirements and goals.

We draw up independent comparisons, use certified pension calculators and analyze tax savings, allowances and costs of tariffs and insurance.

Classic questions such as "Is a company pension worthwhile?", "How do I invest my money in stocks or ETFs?" or “How sustainable is my investment?” will be clarified with us in peace.

Short-term, medium-term and long-term investments, the acquisition of a property or construction financing are extremely complicated in Germany. We help you Understand your investments and invest your capital safely!

Consultation Process

  • Provide a overview
  • Certified Consulting
  • Closure
  • Sustainable Support
  • Do something good - donate!

An innovation from our portfolio: ecological investments with CLEAN CAPITAL

Do you live environmentally conscious, act morally and biologically, think socially and economically? Or are you interested in making your life more sustainable? We have for you Clean capital designed as a sustainable platform for investments. Clean Capital knows investment opportunities that meet your needs.

In a time in which the financial markets are becoming more and more complex, we create for you sustainable opportunities for asset accumulation. This means that you can always understand what your efforts are doing. Sustainable investments don't have to be complicated. Through our consultation we will introduce you to ways you can invest money simply and in the long term can.
Clean Capital presents sustainable financial services according to strict moral, social and ecological criteria.
Let's develop a world together in which our great-grandchildren also want to live with enthusiasm. It is with great pleasure that we check your investments for sustainability. Because of this we can offer you a free sustainability check offer that shows you how sustainably you invest your capital.

We examine your existing securities account or your pension plan individually and without obligation and find out how sustainable it actually is.
We show environmentally conscious alternatives that can replace the critical investments.

Sustainable investments do not have to have negative consequences for money and profits. We find investment funds for you, which both Correspond to your values as well as you as an investor deliver high assets.

We primarily support sustainability funds at Clean Capital.
These are a great way to get around promote sustainable investment.
With ethical funds, you create a green future and at the same time benefit from profitable returns to build your wealth. Green investments are increasing high profits.
At Clean Capital, we would be happy to provide you with information about your suitable investment funds.

You do not have a custody account or a private pension plan, but you want to inform about sustainable, low-risk investments? No problem - we are happy to deal with it.
By investing in sustainable investments, you are setting a good example. As an investor, you have this option - and we at Clean Capital will give you a hand.
At Clean Capital, we are certain that Sustainability is more important today than ever before. With us benefit from an attractive sustainable investment portfolio with a wide range of funds.

Let our investment experts advise you!

Secure your personal consultation appointment:

    Time *
    8-12 a.m.12 p.m. to 4 p.m.4-8 p.m.

    Chrisitan Ulpts
    Managing directors