Your Wealth Management Expert in Fayence

Trust your finances to a certified independent advisor.

FAYENCE

A perched village typical of the upper Var, Fayence overlooks from its ramparts a valley stretching to the sea on clear days. Its stepped alleyways, its 15th-century church, its gliding school renowned throughout Europe — an authentic corner of Provence, far from clichés.

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. 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 Côte d'Azur, our firm Proximité Patrimoine builds a relationship of trust with its clients. We bring our expertise and in-depth knowledge of the local fabric to serve residents of the Alpes-Maritimes and Var.

This local presence guarantees tailor-made advice, perfectly aligned with your ambitions and the specificities 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 Advisors-Experts

Tax Planning

Investments

Strategies

Retirement