Founded in 2004, Conseils Patrimoine Services (CPS) is a financial advisory firm specializing in independent wealth management. The company provides personalized support and strategies for individuals and professionals to build, manage, and transfer their assets. Their services encompass a holistic approach, including financial investments, real estate investment, retirement planning, tax optimization, and wealth structuring. CPS emphasizes its independence, which allows it to offer objective advice and select from a wide range of financial products and solutions without being tied to a specific bank or insurance company.

Founded in

France