30 years of experience in wealth management for sophisticated investors and high net worth families

At Wermenlinger Sokolyuk Group, we believe that the best way to meet the financial needs of high net worth families and individuals is through integrated wealth planning that combines portfolio management with tax and estate strategies. That’s why we provide an inclusive consulting approach that serves both the couple and each individual, while also accounting for tax and business needs.

As investment experts, we provide discretionary portfolio management tailored to each family’s unique situation. Our investment philosophy focuses on diversification, rigorous research, a commitment to sustainable investment and the pursuit of tax optimization. In other words, we have the knowledge and skills to help you seize opportunities and reduce risks, while building a solid future for the next generation.

Your assets. Our knowledge.

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The many crises we’ve had to face in 2022 made the year a particularly perilous one. Both the bond and equity markets reflected the severity of geopolitical, financial and environmental uncertainties.
Such circumstances rightly bring up serious questions for investors and, of course, our clients. We’ll try to answer some of them here.

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