Your Wealth Management Expert in Cannes

Trust your finances to a certified independent advisor.

CANNES

The Croisette, the Festival, the Lerins Islands just 15 minutes by boat — but Cannes is also a city that works, that builds, that invests. Beyond the glamour, there is a dense economic fabric and an authentic local life that only its residents truly know.

OUR VALUES

Trust & Transparency

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

Excellence in wealth management, the advantage of a local expert.

Rooted in the heart of the Alpes-Maritimes, our firm Proximite Patrimoine builds a relationship of trust with its clients. We leverage our expertise and our deep knowledge of the local fabric to serve residents of the French Riviera and the Var.

This local presence guarantees bespoke advice, perfectly aligned with your ambitions and the specificities of your environment.

13 years of experience at the service of your wealth:

• Certified by the French Financial Markets Authority

• - Holding CIF and COA certifications registered with ORIAS

• - Member of the National Chamber of Financial Advisors-Experts

Tax Planning

Investments

Strategies

Retirement