Founded in 2007 by Jean-Marc Manteau, JM Conseil Finance & Patrimoine is an independent wealth management consulting firm based in Paris. The company specializes in assisting clients with the creation, development, and transmission of their private and professional assets. Its core mission is to provide bespoke, long-term support based on a global and personalized wealth assessment. The firm operates with full independence from banks and insurance companies to ensure its advice is solely in the best interest of its clients, covering areas such as financial investments, real estate, tax optimization, and retirement planning.

Founded in

France