Our firm
A wealth management and tax strategy consulting firm for individuals and businesses in the heart of Toulouse
Who are we ?
Wealth A7 is an independent Wealth Management and Financial Services Consulting Company.
Our office are located in the historic centre of Toulouse, the sublime "pink city". Wealth A7 consultants work across the country to meet your needs.
Our specialists respond to all the problems related to the creation, management, development and transfer of your assets and also provide you with advice and financial services in daily life.
Our advisors act objectively and ethically, solely in the best interests of the client. Each case is unique, which is why the proposed solutions are adapted to each situation and perfectly meet each of your life goals.
Our consultations can take place in our offices, at your home, at your place of work or 100% online.
Our relationship with our customers is based on 3 fundamental principles: total transparency, meticulous work, confidentiality.
To know more, you can also click on this link and find out how to contact us!
Wealth A7 in a few words...
Expert in wealth strategies
Our profession requires advanced technical skills and knowledge in a wide range of fields (law, tax, accounting, finance, economics, etc.). It is also based on human relationships, relying on trust and ethics.
With more than 15 years of experience in finance and always on the lookout for the latest innovations, we bring to our customers our expertise and also a more modern, more innovative and responsible vision of our business. This is how our 'Sm@rt Finance' service was created to meet 100% of your needs with regards to asset management and financial services in a paperless way.
As certified professionals, we are subject to very strict regulations (obligation of on the job training, accreditations and official approvals). For our customers, it is a guarantee on transparency and professionalism.
So whatever issues you wish to address, whatever your questions and objectives are, I am sure that we will be able to help you answer them and bring your wishes to life.
Etienne KAJOIN
Etienne Kajoin has worked in finance for more than 15 years. He is a certified wealth management engineer and a graduate of the Specialized Master’s degree (Bac+6) in Wealth Management Engineering and Tax Strategies at NEOMA Business School Paris (valedictorian). In 2014, he wrote a professional thesis on international tax compliance.
Eloïse LAUTIER - Chairwoman and partner of Wealth A7
Expert in Wealth Management - Master's and VAE lecturer
It was after a Master's degree in Biochemistry/Bioengineering that I decided to change my life! This decision led to my meeting Etienne over 4 years ago.
Our vision of the wealth management profession and our desire to always put people at the heart of our concerns led us to build this partnership project.
I'm delighted to have Etienne's confidence in me to continue the development of our beloved Wealth A7 firm, building on what he's been doing for nearly 20 years.
Manon CHAISSAC - Wealth Management Expert
Expert in Wealth Management - Lecturer in Masters and VAE
After five years working in the property sector, I continued my studies as part of the Master's in Wealth Management.
I met Eloïse during these two years of study and our partnership worked out straight away. So it was a natural step for me to seize the opportunity to join the Wealth A7 team as a wealth management adviser as part of the firm's development.
Today, I'm delighted to be able to put all my experience and expertise at the service of our customers.
Stéphane SAES - Back-Office Manager
Chargé d'enseignement en Master et VAE - Wealth Management Expert
After graduating in Wealth Management, I worked for several years in banking before becoming an Independent Wealth Advisor.
On the strength of these enriching experiences and in search of a new project, I met Etienne who was then in the process of launching the finance brokerage arm of his firm.
After a few ups and downs linked to COVID, I was finally able to join the firm, in which I thrive day after day in a Middle/Back Office role for everything to do with Wealth Management or Financing.
