Your Wealth Management Expert in Mandelieu
Trust your finances to a certified independent advisor.
MANDELIEU-LA-NAPOULE
The Château de la Napoule reflected in the sea, the marina buzzing until evening, the lush golf greens. Mandelieu has the understated charm of a town where life is good without overdoing it.
OUR VALUES
Trust & Transparency
Your wealth deserves honest and clear management. Transparency is the foundation of our relationship. You always know where your money goes and why.
I bring you recognized expertise and constantly updated skills. Every piece of advice is carefully considered and tailored to your unique situation.
You are not just another file. I listen to your projects, your concerns, your goals. A relationship of trust built over time, as close as possible to your expectations.
Professionalism & Expertise
Proximity & Attentiveness
Excellence in wealth management, the advantage of a local expert.
Rooted in the heart of the Alpes-Maritimes, our firm Proximité Patrimoine cultivates a relationship of trust with its clients. We bring our expertise and in-depth knowledge of the local fabric to serve residents of the Côte d'Azur and Var.
This local presence guarantees tailor-made advice, perfectly aligned with your ambitions and the specificities of your environment.
13 years of experience serving your wealth:
Certified by the Financial Markets Authority
Holding CIF and COA certifications registered with ORIAS
Member of the National Chamber of Financial Advisory Councils
Tax Planning
Investments
Strategies
Retirement
Why choose a wealth management advisor in Mandelieu-la-Napoule?
Mandelieu-la-Napoule, a prized seaside resort between Cannes and Fréjus, offers an exceptional residential setting on the Côte d'Azur. With its renowned golf courses, its marina and the proximity of the Sophia Antipolis technology park, the city attracts executives, entrepreneurs and retirees looking to combine quality of life with wealth growth. Working with an independent wealth management advisor in Mandelieu means benefiting from tailor-made support adapted to your personal situation and the opportunities of the Cannes basin.
As an independent wealth management advisor operating in Mandelieu-la-Napoule and throughout the western Alpes-Maritimes, I offer comprehensive wealth solutions: tax optimization, diversified financial investments, life insurance, retirement planning, rental property investment and estate planning strategies. My independence allows me to select the best products on the market without any conflict of interest, solely in your best interest.
I travel to your home or workplace in Mandelieu-la-Napoule, La Napoule, Capitou and surrounding municipalities for a free, no-obligation initial wealth assessment. Take advantage of local wealth advice, rooted in the local economic reality and perfectly adapted to the specifics of your financial and family situation.
Quality service dedicated to your wealth
Découvrez les témoignages de nos clients satisfaits et engagés.
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.