Your Wealth Management Advisor in Saint-Paul de Vence

Saint-Paul de Vence

Our Values

Trust & Transparency

Your wealth deserves clear, honest management. Transparency is the cornerstone of our relationship. You will always know exactly where your money is going, and why.

I offer you proven expertise and continuously updated skills. Every piece of advice is crafted with precision and personalized to your unique circumstances.

You are more than just an account. I listen closely to your plans, your concerns, and your objectives. A trusting relationship is built over the long term, staying true to your exact needs.

Professionalism & Expertise

Accessibility & Attentiveness

Wealth management excellence, with the benefit of local expertise.

Anchored in the heart of the Alpes-Maritimes, our firm Proximité Patrimoine builds lasting relationships of trust with our clients. We bring our expertise and our deep knowledge of the local fabric to residents of the French Riviera and the Var.

Your international situation requires a deep understanding of cross-border tax and legal issues. Whether you are an expatriate living in France or a non-resident with interests in the country, I provide specialized expertise to structure, protect, and grow your wealth. My tailored approach allows you to confidently navigate complex regulations, ensuring a strategy perfectly aligned with your international lifestyle.

This local presence is the guarantee of tailored 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 Autorité des Marchés Financiers (AMF)

• CIF and COA accreditations, registered with ORIAS n° 25000701

• Member of the Chambre Nationale des Conseils-Experts Financiers (CNCEF)

Tax

Finance

Strategy

Retreat