Your Wealth Management Expert in Grasse

Trust your finances to a certified independent advisor.

GRASSE

Here, perfume is not just an industry — it is an identity. Between the jasmine fields of the hinterland and the alleys of old Grasse, the city blends Provençal tradition with a rare economic dynamism in the backcountry.

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

Holding CIF and COA certifications registered with ORIAS

Member of the National Chamber of Financial Advisory Councils

Tax Planning

Investments

Strategies

Retirement