Your Wealth Management Expert in Antibes
Trust your finances to a certified independent advisor.
ANTIBES
The largest fortified city in France after Carcassonne, Antibes blends a medieval old town, Port Vauban — Europe's largest marina — and the modernity of Sophia Antipolis just minutes away. A city of contrasts like no other.
OUR VALUES
Confiance & Transparence
Trust & Transparency
Your wealth deserves honest and clear management. Transparency is the foundation of our relationship. You always know where your money is going and why.
Professionalism & Expertise
I put at your service recognized expertise and constantly updated skills. Every piece of advice is carefully considered and tailored to your unique situation.
Proximity & Attentiveness
You are not just another file among many. I listen to your projects, your concerns, your goals. A relationship of trust built over time, as close as possible to your expectations.
Professionnalisme & Expertise
Proximité & Écoute
L'excellence en gestion de patrimoine, l'avantage d'un expert de votre région.
Ancré au cœur des Alpes-Maritimes, notre cabinet Proximité Patrimoine cultive une relation de confiance avec ses clients. Nous mettons notre expertise et notre connaissance fine du tissu local au service des résidents de la Côte d'Azur et du Var.
Cette implantation locale est le gage d'un conseil sur-mesure, parfaitement aligné avec vos ambitions et les spécificités de votre environnement.
13 années d’expérience au service de votre patrimoine :
Certifié par l'autorité des marchés financiers
Disposant des agréments CIF et COA enregistré à l'ORIAS
Membre de la Chambre Nationale des Conseils-Experts Financiers
Stratégies
Retraite
Why choose a wealth management advisor in Antibes?
Antibes Juan-les-Pins, a jewel of the Cote d'Azur nestled between Nice and Cannes, charms with its exceptional living environment blending historic heritage, Mediterranean beaches and economic dynamism. Whether you are an executive at the Sophia Antipolis technology park, an entrepreneur in the Antibes area or a retiree enjoying the Riviera lifestyle, managing and growing your wealth requires expert, independent and local guidance.
As an independent wealth management advisor operating in Antibes, I offer personalized solutions covering all your financial needs: tax optimization, diversified investments, high-performing life insurance contracts, retirement planning, real estate investment in the Alpes-Maritimes and estate planning strategies. My independence guarantees objective recommendations, free from conflicts of interest, exclusively serving your goals.
I come to your home or workplace in Antibes, Juan-les-Pins and throughout the Sophia Antipolis area for a free, no-obligation initial wealth assessment. Take advantage of tailored wealth advice, rooted in the local economic reality and adapted to your specific situation.
Quality service dedicated to your wealth
Discover testimonials from our satisfied and committed clients.
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.