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

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