What do we do?
Our Services
Financial Advisory
Our financial advisory service begins with a comprehensive analysis of your portfolio and an overall evaluation of your current financial situation with banks and post offices.
Our goal is to work with you to create a customized plan that aligns with your desires and suits your specific financial needs. We understand that everyone has unique financial needs. Our goal is to fully comprehend your specific requirements, concentrate on your objectives, and suggest the best solutions through reliable and achievable proposals over time.
Once we have compiled your financial profile together, we will make sure to update it periodically in accordance with any changes that may occur. We will analyze and monitor the performance of your financial portfolio, ensuring that it is consistent with your tolerance for market and instrument price fluctuations.
Your peace of mind is our top priority, which is why we offer a free advisory contract.
Wealth Management
In addition to financial advice, we provide an analysis of professional, corporate and family real estate assets to devise strategies aimed at increasing the financial well-being of your family.
Our advanced Advisory service, “Consulenza Sei” by Fideuram, securely records, analyzes, and monitors your wealth. We analyze your financial situation and risk profile to define together the best investment strategies to achieve established goals and protect your life plans, minimizing risks and optimally allocating resources.
We also benefit from the valuable collaboration of a team of highly accredited experts to ensure maximum customization, efficiency, and security of investment strategies.
We analyze all succession and tax-related aspects and discuss each solution with you, allowing you to seize new opportunities and integrate them with your initial objectives.
Your wealth is continuously monitored through a customized alerting system and quarterly reports, complying with privacy regulations, to report on your wealth situation and its evolution.
Pension Advisory and Insurance Solutions
We cannot overlook the intrinsic issues of the Italian public pension system: few children are born, the population is increasingly aging, and contributions only manage to support current pensioners without allowing for any savings to be set aside.
The crisis affecting professional funds makes a reduction in future pensions a mathematical certainty.
Our aim is to help you create a secure backup pension that will accompany you safely once you retire.
We will optimize your supplementary pension, minimizing taxes and taking advantage of current regulations.
Insuring yourself now is crucial to maintain your standard of living in the future, as unforeseen events can compromise your returns and capital. Accidents, illnesses, and other unexpected events can compromise your returns and total capital: an insurance is necessary to obtain future returns from your investments.
We can guide you in this delicate choice to protect yourself, your loved ones, your assets, and your properties, avoiding costly and unnecessary insurance.
Start protecting your life and that of your loved ones now!
Testimonials
Customer Reviews
Highly recommended for financial planning, risk management, and investment management.
Sandro and Linda were crucial in helping me attain my financial objectives and effectively manage my risk. They are always responsive and professional. Their experience in investment management allowed me to make the right decisions.
For many years, I have entrusted my investments to the care of Sandro Paperetti and later, Linda.
They have carried out their work with responsibility and a high level of availability, which has easily won my loyalty.
Always willing to meet and discuss, they stand out for their ability to explain the different aspects that characterize investments, allowing me to understand their basic functions and benefits.
Their advice has always been enlightening and well-founded, and they have maintained a consistent and perseverant approach.
We were hesitant to confide our financial needs and uncertainties to strangers. However, despite not having large sums of money, he managed to gain our trust and help us grow financially. He even prevented us from losing our basic capital by expanding our knowledge and advising us, despite the many uncertainties and crashes in the financial world over the past 30 years. He was consistently prepared to provide us with financial advice that aligned with our financial capabilities. I would recommend Dr. Sandro Paperetti to anyone for his great professionalism, seriousness, and availability.
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Satisfied customers
Contact information
Take the first step towards your financial goals
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