Your Wealth Management Expert in Nice

Trust your finances to a certified independent advisor.

NICE

The Promenade des Anglais, the Cours Saleya market, the old town with its Italian colors — Nice is a capital in its own right, with a strong character and that Mediterranean light that changes everything. The fifth-largest city in France, but with the soul of a village.

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.

Professionalism & Expertise

Proximity & Attentiveness

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 put our expertise and our in-depth knowledge of the local fabric at the service of residents of the Cote d'Azur and the Var.

This local presence guarantees tailor-made 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 (AMF)

• - Holding CIF and COA certifications registered with ORIAS

• - Member of the National Chamber of Financial Advisors and Experts (CNCEF)

Tax Planning

Investments

Strategies

Retirement