Oakwise Investment
Independent wealth management advice for individuals and businesses in the Auvergne-Rhône-Alpes region
Highlights
- New on EvolcAdded 2026-11-11
About Oakwise Investment
Oakwise Investment is an independent wealth management advisory firm. It helps clients structure, optimize and preserve financial, real estate and family assets, including through tax planning, retirement preparation and wealth transfer advice.
Its clients include individuals and businesses. Services include personalized assessments and advice on financial placements, insurance, financing and estate planning.
The company was founded in 2019 and is registered in Lucey, France. It operates in Savoie, Haute-Savoie, Isère and the wider Auvergne-Rhône-Alpes region.
Product: Independent wealth management advice covering investments, insurance, financing, tax planning, retirement and wealth transfer.
Jobs at Oakwise Investment
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.