Proprietor Wealth Management - Larkspur, California

Overview of Proprietor Wealth Management

Proprietor Wealth Management, located at 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, stands out as a premier financial planning service. With a phone number 55697909, they offer comprehensive financial solutions tailored to individual needs. Their dedicated website, proprietorwm.com, provides further insights into their services and approach to wealth management.

Key Features and Accessibility

Inclusivity and Accessibility: Proprietor Wealth Management demonstrates a strong commitment to accessibility and inclusivity. Their facility features a wheelchair accessible entrance, parking lot, restroom, and seating, ensuring that everyone can comfortably conduct business. Additionally, they are LGBTQ+ friendly and offer a transgender safespace, making it a welcoming environment for all clients.

Financial Planning Expertise

With a focus on being a financial planner, Proprietor Wealth Management prides itself on its fiduciary approach and fee-only basis of operation. This means they prioritize their clients' interests above any potential sales incentives. Their expertise is met with high praise, as evidenced by glowing reviews on Google My Business. Clients appreciate their thorough understanding of financial matters and the assurance of being worked with completely in good faith.

Client Experience and Recommendations

The average opinion about Proprietor Wealth Management is an impressive 5/5. One review highlights the pleasure of working with Mark Bourguignon, whose knowledge, competence, and complete trustworthiness in managing personal finances are commendable. The review underscores the importance of having a financial advisor who consistently keeps their best interests at heart without pushing unnecessary products, a practice they adore avoiding.

Appointment Recommendations

Given the positive feedback and the firm's inclusive practices, it's highly recommended to schedule an appointment. This allows potential clients to experience firsthand the personalized service and professional approach that Proprietor Wealth Management offers.

Contact Information and Visiting Proprietor Wealth Management

For those seeking personalized financial guidance in an inclusive setting, Proprietor Wealth Management is undoubtedly worth considering. Given the availability of wheelchair-accessible facilities and the emphasis on client comfort and trust, it's advisable to make a reservation in advance to ensure a smooth experience.

Don't miss the opportunity to explore how Proprietor Wealth Management can help secure your financial future. Visit their website at proprietorwm.com to learn more or contact them directly to schedule your consultation.

Remember, taking proactive steps towards financial planning can be incredibly empowering. Proprietor Wealth Management is here to guide you through this journey.

👍 Reviews of Proprietor Wealth Management

Jason F.

5/5

We moved money to Mark Bourguignon at Ascend Wealth Management and couldn’t be happier with the results. Mark is a pleasure to work with and I trust him completely with my family’s personal finances. He is incredibly knowledgeable and competent. I like that he is a fiduciary and works on a fee-only basis. He always has our best interests in mind and has never solicited any products or services. He goes about investing the right way!

Colin L.

5/5

Mark has been a delight to work with. From the beginning, he has always placed my family's interests as his top priority. He's been able to guide us through his philosophies and has made the investment process easier to navigate. He's also provided us a comprehensive roadmap of our portfolio to ensure that we're appropriately positioned for the future. I trust Mark and would recommend him to anyone looking for wealth management services.

T C.

5/5

Trustworthy, knowlegable, personable and with insightful business acumen. All qualities held by Mark at Ascend Wealth Management. I couldn’t find a better person to recommend for wealth management services.

gregg D.

5/5

Smart fund selection, broad diversification and low expenses are all predictors of good results. We are impressed and just moved more $'s to Mark.