Our Commitment: Acting for the Financial Well-Being of the French Riviera, from the Coast to the Hinterland
Making Finance Accessible: Financial Education for All
At Proximite Patrimoine, our name is our promise. We are convinced that the value of an advisor is measured not only by the returns generated, but by their ability to empower clients with knowledge. Our primary mission is to demystify wealth management. That is why we dedicate time and resources to providing financial education courses accessible to everyone. Our goal: to give you the keys to making informed decisions, understanding financial markets, and taking control of your financial future.
Proximity Also Means Coming to You: Our Service in the Hinterland
Our knowledge of the local area is our greatest strength. Covering a territory of more than 30 municipalities across two key departments, the Alpes-Maritimes and the Var, we offer a unique perspective on local wealth management challenges. From the vibrant Cote d'Azur coastline to the peaceful villages of the hinterland, we understand the specific dynamics of each area.
33 villages
2 départements
Departments served
Villages covered
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.