# M Patrimoine

- **Website:** <https://moreau-patrimoine.fr>
- **Primary alias:** `moreau-patrimoine.fr`

## Description

M Patrimoine is an independent wealth management advisory based in Angoulême and serving clients in Charente. Led by Frédéric Moreau, the firm works with individuals and professionals to help them build, diversify and manage their assets in line with their personal or business goals. Its approach begins with a comprehensive review of each client’s financial and property situation, allowing priorities and suitable strategies to be identified.

M Patrimoine advises on tax optimisation, financial investments, property investment and financing, retirement planning, and wealth protection and transfer. Solutions may include life insurance, capitalisation contracts, PEA investment plans, retirement savings plans, furnished rentals and property tax schemes. The firm also assists clients in selecting and arranging mortgage loans, with options tailored to their circumstances.

The firm emphasises independence, expertise and local relationships, and says it meets clients directly rather than through a call centre. Its aim is to provide personalised guidance and maintain an ongoing review of clients’ financial and tax situations as circumstances change.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/M-PATRIMOINE-186822611365745)
- [twitter](https://twitter.com/MPatrimoine16)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idARRRK5bS/w/300/h/169/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793585643066)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idARRRK5bS/w/240/h/240/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793585643244)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Malibu | #72c8f2 | accent |
| Tuatara | #3f3f3d | dark |
| White | #ffffff | light |

## Fonts

- Montserrat — asset _(google)_
- helveticaregular — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idARRRK5bS/w/1500/h/500/iddgQeQ04s.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793585642907)

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_Source: <https://brandfetch.com/moreau-patrimoine.fr>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._