Emmanuel

Aurum Conseil is an independent, multidisciplinary wealth management firm based in the Belfort area, serving clients in Belfort, Mulhouse, Montbéliard, Vesoul and cross-border France–Switzerland situations. It supports individuals, self-employed professionals and cross-border workers with a personalized approach that combines financial education, budget coaching and wealth advice. The firm reviews clients’ personal, family, financial, tax and asset circumstances to help them protect, organize and develop their wealth in line with their goals.

Its services include administrative assistance, budget coaching, protection reviews, mortgage and financing brokerage, cross-border guidance and comprehensive wealth audits. Aurum Conseil also advises on solutions such as insurance, retirement savings, life insurance, real estate investment funds, securities accounts and private equity. Clients can seek help with everyday budgeting, family protection, tax planning, retirement preparation, investment diversification and estate transmission.

Aurum Conseil emphasizes independent recommendations, clear explanations and coordinated support, working with complementary professionals when needed. The firm states that it is registered and regulated in France for investment advice, insurance brokerage and banking and payment-services brokerage.