Proprietor Wealth Management - Larkspur, California

Proprietor Wealth Management

Proprietor Wealth Management is a financial planning firm located at 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939, United States. They can be reached by phone at 4155697909 or through their website at proprietorwm.com. The firm specializes in financial planning and has several key features that set them apart, including wheelchair-accessibility and being an LGBTQ+ and transgender safe space. Appointments are recommended.

About Proprietor Wealth Management

Proprietor Wealth Management offers a comprehensive range of financial planning services tailored to meet the unique needs of each client. Their team of experienced advisors work closely with clients to develop personalized strategies for achieving their financial goals. The firm is committed to providing exceptional service and guidance to help clients make informed decisions about their money.

Specialties and Services

• Financial planning

Accessibility Features

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• LGBTQ+ friendly
• Transgender safe space

Reviews and Ratings

Proprietor Wealth Management has received 4 reviews on Google My Business, with an average rating of 5/5. Clients praise the firm for its knowledgeable and competent advisors, as well as its commitment to putting clients' interests first. One review in particular highlights the value of working with a fiduciary advisor who operates on a fee-only basis and never solicits products or services.

With its focus on personalized service, accessibility, and client satisfaction, Proprietor Wealth Management is well-positioned to help individuals and families achieve their financial goals.

👍 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.