ENERGY PATRIMOINE is a French independent wealth management consulting firm ("Cabinet de Conseil en Gestion de Patrimoine") that provides personalized financial strategies and advice. The firm specializes in a holistic approach to wealth, covering financial investments, real estate strategy, retirement planning, and tax optimization. Their mission is to support clients in achieving their long-term financial goals by offering impartial guidance and tailored solutions, independent of any banking or insurance groups.

Founded in

France