Your Wealth Management Expert in Pégomas

Entrust your finances to a certified independent expert.

PÉGOMAS

Its name comes from the Latin "pegomacium" — the pine resin harvested from its hills. Since 1130 and the monks of Lérins, Pégomas has always remained true to itself: peaceful, perfectly located between Cannes and Grasse, the true capital of mimosa despite what some may think, and as charming as only places where life is truly good can be.

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

Taxation

Investments

Strategies

Retirement