Baltis Patrimoine is an independent firm specializing in wealth management and financial advisory. Founded to provide bespoke, long-term support, the company assists clients with a comprehensive range of services including financial investments (life insurance, retirement plans), real estate investments, tax optimization, and credit solutions. Their mission is to offer impartial and tailored strategies by operating independently from banks and insurance companies, ensuring their recommendations align solely with their clients' best interests.

Founded in

France