Ethik Conseil & Patrimoine
Independent wealth management advice and financial planning for individuals and businesses in Bordeaux and Nouvelle-Aquitaine
Highlights
- New on EvolcAdded 2026-11-11
About Ethik Conseil & Patrimoine
Ethik Conseil & Patrimoine is an independent wealth management advisory firm offering audits and tailored strategies for clients’ assets, taxation, retirement, protection and succession. Its services also include tax-reduction solutions and support for businesses.
The firm serves individuals and businesses, assessing their financial, civil, social and tax situations before recommending and helping implement solutions, with regular follow-up. It is based in Bordeaux and works mainly across Nouvelle-Aquitaine.
ETHIK CONSEIL & PATRIMOINE is a Bordeaux-registered SARL founded in 2020. The firm is registered with ORIAS and affiliated with the CNCGP.
Product: Wealth management audits, financial and tax planning, investment guidance, and support with implementation and ongoing portfolio strategy.
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