Proprietor Wealth Management - Larkspur, California

Profile of Proprietor Wealth Management

Proprietor Wealth Management, located at 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, United States, stands out as a premier financial planning service tailored for those seeking personalized investment strategies. With a dedicated focus on being financial planners, Proprietor Wealth Management has established itself as a trusted advisor for individuals and families aiming to secure their financial futures. The firm's accessibility, inclusive environment, and commitment to client satisfaction are evident from its facilities and online presence.

Accessibility and Inclusivity

Proprietor Wealth Management prides itself on being wheelchair-accessible, ensuring that all clients, regardless of mobility, can visit without hassle. The premises feature a wheelchair-accessible car park, entrance, seating, and toilet. This commitment extends beyond physical access to encompass a LGBTQ+ friendly and transgender safe space, making it a welcoming environment for everyone. These values are key points of interest that differentiate Proprietor Wealth Management from many other financial services.

Expertise and Client Satisfaction

The company's speciality lies in being a financial planner, offering comprehensive financial strategies. The reviews on proprietorwm.com highlight the exceptional service provided by Mark Bourguignon, the firm's director. Clients appreciate his knowledge, competence, and fiduciary duty. The fact that he operates on a fee-only basis, without soliciting products or services for his own gain, reinforces the trust clients place in him. The consensus from the four Google My Business reviews is overwhelmingly positive, with an average opinion of 5/5, indicating exceptional client satisfaction.

Recommendations

For anyone looking to entrust their financial future to a knowledgeable and accessible advisor, Proprietor Wealth Management is a standout choice. The firm's recommendation to schedule appointments underscores the importance of personalized attention and the value placed on building a strong, trusting relationship with clients. Given the convenience of wheelchair accessibility and the welcoming atmosphere, combined with the firm's impressive track record of fulfilling its clients' financial needs, it's highly recommended to reach out to Proprietor Wealth Management through their website at proprietorwm.com to schedule a consultation.

👍 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.