Your Independent Wealth Management Firm on the French Riviera
OUR VALUES
Trust & Transparency
Your wealth deserves honest and clear management. Transparency is the foundation of our relationship. You always know where your money goes and why.
I bring you recognized expertise and constantly updated skills. Every piece of advice is carefully considered and tailored to your unique situation.
You are not just another file among many. I listen to your projects, your concerns, your goals. A relationship of trust built over time, as close as possible to your expectations.
Professionalism & Expertise
Proximity & Attentiveness
Excellence in wealth management, the advantage of a local expert.
Rooted in the heart of the Alpes-Maritimes, our firm Proximite Patrimoine builds a relationship of trust with its clients. We put our expertise and our deep knowledge of the local fabric at the service of residents of the Cote d'Azur and the Var.
This local presence guarantees tailor-made advice, perfectly aligned with your ambitions and the specificities of your environment.
13 years of experience at the service of your wealth:
Certified by the French Financial Markets Authority
Holding CIF and COA accreditations registered with ORIAS
Member of the National Chamber of Financial Expert Advisors
Tax Planning
Investments
Strategies
Retirement
Avis Clients
La qualité de service dédié à votre patrimoine
Découvrez les témoignages de nos clients satisfaits et engagés.
SAS Proximite Patrimoine SASU, share capital of 1,000 euros, registered at 471 chemin des Carpenedes 06580 Pegomas. SIREN 934 001 143. Registered at RCS Grasse. ORIAS number 23006701 CIF and COA.
Legal Notice
📍 Home visits or at our offices in Peymeinade and Beausoleil
📞 Phone: 06 68 70 60 76
📧 Email: contact@proximitepatrimoine.com
Based in Pegomas, we cover an area from Monaco to Saint-Tropez.
My in-depth knowledge of the local economic fabric — from entrepreneurs in Grasse to international executives in Mougins, retirees in Mandelieu to investors in Cannes — allows me to offer wealth management advice truly rooted in local reality.
I travel to the home or workplace of my clients across all the following municipalities:
Alpes-Maritimes (06) — Cannes, Mandelieu-la-Napoule, Grasse, Mougins, Mouans-Sartoux, Antibes, Nice, Pegomas, Valbonne, Le Cannet, Peymeinade, Cabris, Saint-Vallier-de-Thiey
Var (83) — Frejus, Saint-Tropez, Bormes-les-Mimosas, Fayence, Saint-Maximin-la-Sainte-Baume, Brignoles, Lorgues, Le Muy, Les Arcs-sur-Argens, Cotignac, Barjols
Live in a nearby town? I cover more than 30 municipalities — contact me to check my service area.