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
Client Reviews
Quality service dedicated to your wealth
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.