Your Wealth Management Expert in Saint-Maximin-la-Sainte-Baume

OUR VALUES

Trust & Transparency

Your wealth deserves honest and clear management. Transparency is the foundation of our relationship, because trust is built on truth.

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 situation.

You are not just another file. I listen to your projects, your concerns, your goals. A relationship built on closeness, where every decision is made together.

Professionalism & Expertise

Proximity & Attentiveness

Rooted in the heart of Provence, our firm Proximité Patrimoine builds a relationship of trust and closeness with each client. This local presence guarantees tailor-made advice, adapted to the economic and heritage realities of Saint-Maximin-la-Sainte-Baume and its surroundings.

13 years of experience serving your wealth:

Certified by the French Financial Markets Authority (AMF)

Holding CIF and COA certifications registered with ORIAS

Member of the CNCEF (National Chamber of Financial Advisory Experts)

Tax Planning

Investments

Strategies

Retirement