Vaelios Patrimoine is a wealth management firm in Saint-Germain-en-Laye. We support each client in the building, enhancement, and transfer of their wealth, with a tailored approach and complete transparency regarding our recommendations.
Whether you are an employee, business owner, investor, or future retiree, we build with you a coherent wealth strategy, aligned with your life objectives:
Real estate investment (SCPI, bare ownership, land deficit, Denormandie and Malraux schemes…)
Financial investments (life insurance, PER, securities accounts, private equity…)
Tax optimization and retirement planning
Wealth transfer and inheritance strategies
At Vaelios Patrimoine, each recommendation is based on a comprehensive analysis of your situation, attentive listening to your needs, and long-term support.
Our human and educational approach allows you to understand every wealth decision, supported by recognized expertise and solid partnerships with the largest financial institutions.
Do you wish to optimize your taxation, prepare for retirement, or invest with peace of mind? Make an appointment today with a Vaelios Patrimoine advisor in Saint-Germain-en-Laye, and let’s build your wealth strategy together.
https://www.vaeliospatrimoine.fr/
N/A
2 - 10
FR
Pour transmettre votre bilan patrimonial à ce professionnel, vous devez être connecté et avoir réalisé votre bilan.
Vaelios Patrimoine is registered with ORIAS in the following categories: CIF and COA. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation
Vaelios Patrimoine is a member of the professional association CNCGP.
Vaelios Patrimoine thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
The information, documents and content presented on this profile are published under the responsibility of the company from which they originate. The company is solely responsible for their accuracy, whether they are up to date, their compliance with applicable regulations, and respect for third-party rights.
Experts du Patrimoine provides a listing service and does not carry out an exhaustive review of the content published. Their presence on the site does not constitute validation, a recommendation, or advice from Experts du Patrimoine.
Each user is responsible for verifying the company’s information, qualifications, approvals and authorisations before making any decision or entering into a relationship. Experts du Patrimoine cannot be held liable for the consequences resulting from the use of the information published on this profile, subject to the legal obligations and liabilities that apply to them.
Any inaccurate, misleading or potentially unlawful content may be reported to [email protected].
Pour transmettre votre bilan patrimonial à ce professionnel, vous devez être connecté et avoir réalisé votre bilan.
