Proprietor Wealth Management - Larkspur, California

Proprietor Wealth Management, located at Address: 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, United States, is a financial planning firm that prioritizes the needs of its clients. With a phone number of 4155697909 and website of proprietorwm.com, the firm is easily accessible for those seeking financial guidance.

Specialties

Proprietor Wealth Management specializes in financial planning, with a team of knowledgeable and competent professionals who are dedicated to serving their clients. They are a fee-only firm, meaning they do not receive commissions from the sale of financial products, ensuring their advice is always in the best interest of their clients.

Other Points of Interest

The firm is wheelchair-accessible, with a wheelchair-accessible car park, entrance, seating, and toilet. They are also LGBTQ+ friendly and a transgender safe space, creating an inclusive environment for all clients. Appointments are recommended, allowing for a more personalized and focused experience for each client.

Opinions

Proprietor Wealth Management has received high praise from its clients, with an average opinion of 5/5 on Google My Business. One client commented, "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"

Recommendation

If you are seeking financial planning services, Proprietor Wealth Management is an excellent choice. Their commitment to their clients, combined with their knowledge and experience, makes them a trusted partner in managing your wealth. Contact them today through their website at proprietorwm.com to schedule an appointment and start your journey towards financial success.

👍 Reviews of Proprietor Wealth Management

Jason Freund

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 Lau

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 CF

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 dobbin

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.