Novalfi Patrimoine is an independent wealth management firm (cabinet de conseil en gestion de patrimoine indépendant) located in Lyon, France. The company's mission is to provide tailor-made, long-term support for its clients' financial, personal, and professional objectives. Its expertise covers a wide range of services including financial investments, real estate strategies, retirement planning, insurance (prévoyance), and tax optimization, all delivered through a global and personalized approach.

Founded in

France