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Tailored Made Wealth Management Solutions

Welcome to Excellium Patrimoine, your wealth management specialist for optimizing your retirement and estate planning. We offer tailor-made solutions to help you grow and optimize your assets, including rental and real estate investments, always with unmatched expertise.

Maximize the return on your real estate investments

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

Optimize your wealth management with our personalized assessment service. Benefit from a comprehensive analysis to structure your investments and secure your financial future.

Wealth Assessment

Our personalized wealth assessment offers you an in-depth and tailored analysis of your financial situation...

Free

Anticipate your future with our personalized retirement study service. Benefit from expert advice to effectively plan your retirement and ensure your financial comfort.

Retirement Study

We support you in preparing for your retirement by helping you build a personalized strategy...

Free

Prepare the future of your loved ones with our estate planning service. Benefit from personalized advice to optimize the transfer of your wealth and secure your heirs.

Estate Planning Study

We offer personalized support in preparing your estate, with a focus on...

Free

50, Avenue des Champs-Élysées 75008 Paris

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Wealth Advisor R.C.S. 925 371 734 Evreux

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Real Estate Agency
Professional License No. CP12701224000000010

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Loan broker representative
Intermediary in banking operations and payment services
Tied insurance broker

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Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

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