WealthLink Advisors

WealthLink Advisors is a distinguished wealth management firm located in Zurich, Switzerland, specializing in personalized financial planning and investment management for high-net-worth individuals and families. Founded in 2017, the firm is dedicated to providing tailored solutions that reflect the unique financial goals and values of its clients.

The firm offers a comprehensive range of services, including investment management, estate planning, tax optimization, and retirement planning. WealthLink Advisors prides itself on its client-centric approach, focusing on building long-term relationships based on trust, transparency, and exceptional service.

Led by founder and managing director Felix Wagner, who brings over 18 years of experience in wealth management and financial advisory, WealthLink Advisors has a skilled team of 12 financial advisors and analysts. Their diverse expertise allows the firm to deliver holistic financial strategies that cater to the complexities of wealth management.

In 2023, WealthLink Advisors reported annual revenues of approximately $6 million, reflecting its growing influence in the competitive wealth management landscape. As the firm continues to expand, it remains committed to empowering clients to achieve their financial aspirations through bespoke wealth management solutions.

WealthLink Advisors

  • Industry
  • Wealth Management Firms
  • Founded
  • 2017
  • Headquarters
  • Switzerland
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