Proprietor Wealth Management - Larkspur, California

Introduction to 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 to meet the sophisticated needs of individual investors. This firm, reachable at 415-569-7909, offers a personalized approach to wealth management, ensuring clients receive the attention and expertise they deserve.

Key Features and Services

As a firm specializing in Financial Planning, Proprietor Wealth Management goes beyond traditional investment advice. Their core specialty lies in crafting bespoke financial strategies that align with each client's unique goals and risk tolerance. The firm emphasizes its Fee-Only Basis, which guarantees that clients' best interests are always prioritized over product sales. This approach fosters trust and transparency, crucial elements in any financial advisory relationship.

Accessibility and Inclusivity

Proprietor Wealth Management prides itself on being Wheelchair Accessible, with features such as wheelchair-accessible seating, entrance, parking lot, and washrooms. This commitment to inclusivity ensures that everyone, regardless of physical ability, can access their services comfortably. The firm also champions a LGBTQ+ Friendly environment, creating a safe space for transgender clients. These aspects reflect their dedication to providing an inclusive financial planning experience.

Client Experience and Opinions

Client satisfaction is evident from the 4 reviews on Google My Business, where the average opinion is a glowing 5/5. Reviews highlight the firm's knowledgeable and competent advisors, particularly Mark Bourguignon, who is described as a pleasure to work with and someone with whom clients feel they can completely trust their finances. Feedback praises the firm's fiduciary duty, fee-only model, and commitment to doing "investing the right way."

Recommendations for Prospective Clients

For those considering Proprietor Wealth Management, here are a few recommendations:
- Schedule an Appointment: Given the personalized nature of their services, it's advisable to schedule an initial consultation to discuss your financial goals and see if their approach aligns with yours.
- Consider the Long-Term: The firm's focus on long-term planning and fiduciary duty means investing time upfront to understand your financial picture thoroughly can pay off in the long run.
- Accessibility Matters: If mobility is a concern, the accessibility features of their office should be reassuring.

👍 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.