Your Wealth Management Advisor in Brignoles

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. I listen to your projects, your concerns, your goals. A 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 French Riviera, our firm Proximité 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 Alpes-Maritimes and Var departments.

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 approvals registered with ORIAS

Member of the National Chamber of Financial Advisors and Experts

Tax Planning

Investments

Strategies

Retirement