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Wealth Management

Wealth Management

Wealth management advisors, independent wealth management advisors (CGPI) advise and propose to their clients the investment strategies or the most suitable products. They offer them a service with high added value allowing the optimization of their heritage. Not dependent on any network, bank or insurance company, ACCESS FINANCES consultants have the freedom to propose, in all objectivity, the most suitable solutions.

Our expertise lies in four areas of activity:

– strategy consulting and heritage organization
– insurance: life insurance, provident, retirement …
– securities and financial market
– real estate

Our interventions may be remunerated in the form of fees, the terms of which are specified by a letter of assignment previously submitted and accepted by our clients, or by remuneration linked to investments.