SERINVESTIA Conseil en gestion de patrimoine 63 03

Serinvestia is a wealth management advisory firm serving individuals, business owners, executives and decision-makers, with locations referenced in Clermont-Ferrand, Lyon and Arcachon. Its independent, open-architecture approach is designed to help clients choose solutions suited to their circumstances rather than products tied to a single bank or insurer. The firm works with clients to turn professional and personal goals into practical wealth strategies, beginning with a complimentary initial meeting.

For individuals, Serinvestia advises on investing capital, property investment, tax optimisation, retirement planning, inheritance and wealth transfer, protection for loved ones, income supplementation and overall asset allocation. For business leaders, its services include managing company cash reserves, optimising executive compensation and preparing for the sale or transfer of a business. The firm also offers in-depth wealth studies that assess a client’s situation and develop actionable financial, tax and succession recommendations. Serinvestia states that it is registered with ORIAS as a financial investment adviser, insurance broker and banking and payment-services broker, and is a member of the CNCGP.