Your Wealth Management Advisor in

Le Muy

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 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.

This local presence is your guarantee of tailored advice, perfectly aligned with your goals and the specific characteristics 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

Tax Planning

Investments

Strategies

Retirement