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Begin a Conversation That Places Your Capital First
Our advisory office in Timișoara is open Monday through Friday. Initial consultations are confidential and carry no obligation to proceed.
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How to Reach Us
The fastest way to speak with an advisor is by telephone during office hours: +40 721 304 850. For written enquiries, our team monitors [email protected] and responds within one business day. If you prefer, you can use the contact form on this page and specify a preferred time for a callback. Our office at Str. Mercy 14, Timișoara, is accessible by appointment; we ask that first-time visitors schedule in advance so that the appropriate advisor is available to meet you. For clients outside Timișoara, video consultations are available and structured with the same care and preparation as in-person meetings.
What to Expect From Your First Meeting
◍A Listening Session, Not a Pitch
The first meeting is entirely about understanding your situation: what you have, what you want to protect, what keeps you up at night. We do not bring product brochures to first meetings. You should leave feeling heard, not sold to.
⊕A Written Summary Within 48 Hours
After your first meeting, we send a written summary of what we heard and a preliminary outline of the strategy framework we would propose — before any fees are discussed or any mandate is signed. Clarity from the outset is a non-negotiable part of our process.
✓No Pressure, No Artificial Deadlines
We do not use urgency tactics. Capital protection decisions deserve careful consideration. If you need two weeks to review our proposal with a lawyer or an accountant, we welcome that — it typically leads to a stronger, better-understood mandate and a longer, more productive relationship.
Confidentiality and Data Protection
All information shared during the consultation process is treated in strict confidence and governed by GDPR as implemented in Romanian law. We do not share client data with product providers, marketing partners, or affiliated companies. Information you provide during onboarding is used solely for the purpose of structuring and monitoring your mandate. Our data protection practices are documented in our Privacy Policy, which is available on request. If you have questions about how we hold or process your personal data, our compliance officer Bogdan Niță is the designated point of contact and can be reached directly through the contact form below.
“I sent an email on a Tuesday afternoon and had a response the same day, with a clear summary of how the first meeting would work and what I would need to bring. That responsiveness — before I was even a client — told me a great deal about how the firm would treat me once I was one. Three years later, that impression has proven entirely accurate.”
— Diana S., private investor, Arad
Your Capital. Our Fiduciary Obligation. Let's Talk.
Send a message or call us directly. All enquiries are handled in strict confidence.
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