Your Wealth Management Advisor in Cotignac
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, based on solid analysis and a thorough understanding of 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 Côte d'Azur, our firm Proximité Patrimoine builds lasting relationships of trust with its clients. We bring our expertise and in-depth knowledge of the local community to serve the residents of the Alpes-Maritimes and Var regions.
Tax Planning
Investments
Strategies
Retirement
Client Reviews
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.