About Vaelios Patrimoine.
Vaelios Patrimoine is a wealth management firm in Aix-en-Provence.
Our mission: help every client build, enhance and transfer their wealth, with full transparency and a tailored approach.
Whether you are an employee, business owner, investor or approaching retirement, we help you build a coherent wealth strategy suited to your life goals:
• Property investment (SCPI, bare ownership, property income deficits, Pinel, Malraux, etc.)
• Financial investments (life insurance, PER retirement savings plans, securities accounts, private equity, etc.)
• Tax optimisation and retirement planning
• Wealth transfer and succession strategies
At Vaelios Patrimoine, every recommendation is based on a complete analysis of your situation, careful attention to your needs and long-term support.
Our personal, educational approach helps you understand every wealth decision, while benefiting from recognised expertise and strong partnerships with leading financial institutions.
Would you like to optimise your tax position, prepare for retirement or invest with peace of mind?
Book an appointment today with a Vaelios Patrimoine adviser in Aix-en-Provence and let us grow your wealth together.
https://www.vaeliospatrimoine.fr/cabinet-de-gestion-de-patrimoine-aix-en-provence
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Key takeaways
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 : an investment advisor authorised to provide recommendations on financial instruments and investment solutions within the applicable regulatory framework COA : an insurance or reinsurance broker, able to present, propose or help arrange insurance contracts suited to the client's situation
Vaelios Patrimoine is a member of the professional association CNCGP. These bodies play an important role in overseeing the profession: CNCGP is a leading professional organisation for wealth management advisors, which ensures compliance with professional rules, supports its members and helps structure best practice across the sector.
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.
Disclaimer
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Les Experts du Patrimoine met à disposition un service de référencement et ne procède pas à une vérification exhaustive des contenus publiés. Leur présence sur le site ne constitue ni une validation, ni une recommandation, ni un conseil de la part des Experts du Patrimoine.
Il appartient à chaque utilisateur de vérifier les informations, qualifications, agréments et autorisations de la société avant toute prise de décision ou entrée en relation. Les Experts du Patrimoine ne sauraient être tenus responsables des conséquences résultant de l’utilisation des informations publiées sur cette fiche, sous réserve des obligations et responsabilités qui leur incombent légalement.
Tout contenu inexact, trompeur ou potentiellement illicite peut être signalé à l’adresse [email protected].