Your Wealth Management Expert in Mougins

Trust your finances to a certified independent advisor.

MOUGINS

Picasso spent the last 15 years of his life there, and you can see why. The hilltop village overlooks the Bay of Cannes, the alleyways are lined with flowers year-round, and Michelin-starred restaurants abound. Mougins is one of those places where the art of living is not just a slogan.

OUR VALUES

Trust & Transparency

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 among many. I listen to your projects, your concerns, your goals. A lasting relationship of trust is 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 builds a relationship of trust with its clients. We leverage our expertise and our in-depth knowledge of the local fabric to serve residents of the Côte d'Azur and Var departments.

This local presence guarantees tailor-made advice, perfectly aligned with your ambitions and the specifics of your environment.

13 years of experience serving your wealth:

• Certified by the French Financial Markets Authority

• Holding CIF and COA certifications registered with ORIAS

• Member of the National Chamber of Financial Advisory Experts

Tax Planning

Investments

Strategies

Retirement