Founded in 2011 and based in Lyon, BALMONT CONSEIL is an independent wealth management advisory firm ("Cabinet en gestion de patrimoine"). The company provides personalized financial strategies for individuals, professionals, and business leaders. Its core mission is to assist clients in building, managing, and passing on their wealth through tailored advice in financial investments (life insurance, retirement plans, securities accounts), tax reduction strategies, and real estate investment. As an independent firm, it emphasizes its objectivity and ability to select the best solutions from across the market without being tied to any single financial institution.

Founded in

France