
Your Wealth Management Expert in Bormes-les-Mimosas
Trust your finances to a certified independent advisor.
BORMES-LES-MIMOSAS
Voted "Village fleuri" of France multiple times, Bormes bursts with color in winter when the mimosas bloom. Its steep alleyways, its artisan craftsmen, and below the peninsula of Le Lavandou and its calanques — one of the most beautiful villages in the Var, without question.
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 lasting relationship of trust is 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 Côte d'Azur, our firm Proximité Patrimoine builds a relationship of trust with its clients. We leverage our expertise and our in-depth knowledge of the local fabric to serve residents of the Alpes-Maritimes and Var departments.
This local presence guarantees tailor-made advice, perfectly aligned with your ambitions and the specifics of your environment.
13 years of experience serving your wealth:
• Certified by the French Financial Markets Authority
• Holding CIF and COA certifications registered with ORIAS
• Member of the National Chamber of Financial Advisory Experts
Tax Planning
Investments
Strategies
Retirement
Client Reviews
Quality service dedicated to your wealth
Discover the testimonials of our satisfied and committed clients.



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.




