Formue- og Investeringspleje A/S has offered impartial and professional wealth management advice since 2000. Our ambition is to offer a strong and independent alternative to the banks. Impartiality is a central part of our advice.

You receive competent advice when you as a business owner are considering a sale or a generational change. This is often done in collaboration with a lawyer and/or accountant.

You can expect confidentiality and we are obliged to treat information relating to the company in the strictest confidence.

You can use us as a sparring partner when your business is sold. We help with investment management and optimization of your finances.

Together, we create the best results with your wealth and investments when we get to know you as a person.