Our profession as Wealth Management Advisor operates at the borders of law, finance and taxation. We support you in the management and optimization of your assets.
In a global approach methodology, we take into account all the components of the assets and draw up a complete assessment (asset, tax, inheritance) of the professional and personal situation of our client.
From the results of this audit, we individually build a wealth strategy for each client based on the objectives (transfer, investment, valuation, reorganization, investments, etc.).
Founded in February 2017, BARTHELET et Associés offers services in Wealth Assessments and Audits, Insurance Brokerage (Life Insurance, Capitalization and Retirement Savings), financial investment (SCPI, GFF, etc.) as well as Wealth Engineering and Estate Planning Services. The Firm has the Appropriate Legal Competence (CJA) to provide legal advice.
Exercised in complete freedom, the advice and recommendations are individualized.
In 2022, the C'Patrimonial firm, created by Cécile GUBILO ROCHE, joined us for a merger.
The Firm has established various partnerships with trusted professionals.
In a spirit of interprofessionality at the service of the client, the BARTHELET et Associés firm aims to combine the expertise of its members with trusted partners (Notaries, Lawyers, MJPM, Chartered Accountants, etc.) for the best possible support for our respective clients.
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