Attitude Patrimoine is a French independent wealth management consulting firm (CGPI) that provides personalized financial advice and strategic planning. The firm assists clients in various areas, including financial investments, insurance brokerage, retirement planning, real estate transactions, and overall asset optimization. Emphasizing an independent and client-centric approach, Attitude Patrimoine aims to build long-term strategies tailored to the individual financial goals and situations of its clients. The firm is regulated and registered with ORIAS as a Financial Investment Advisor (CIF) and insurance broker.

Founded in

France