Our Vision: Empowering Financial Success through Personalized Wealth Management
Proprietor Wealth Management is an independent private wealth management and financial planning firm based in Larkspur, California. We operate on the core belief that financial success should be a collaborative process, tailored to each client's unique needs, goals, and aspirations.
Who We Are
Our team is led by Mark Bourguignon, a seasoned financial expert with over 26 years of experience in investment research, advisory services, and fund management. Driven by a genuine desire to empower clients, Mark founded Proprietor Wealth Management on the principle of providing personalized, transparent, and conflict-free financial guidance.
What We Do
We offer a comprehensive range of wealth management services, including:
- Investment Planning: Customized portfolio construction, risk management, and ongoing portfolio review and optimization.
- Financial Planning: Comprehensive financial planning that encompasses all aspects of your financial life, including retirement planning, estate planning, and tax optimization.
- Family Office Services: Customized solutions for affluent families, including wealth preservation strategies and succession planning.
Why Choose Us?
At Proprietor Wealth Management, we stand out for:
- Fiduciary Approach: We operate as a fiduciary, prioritizing your interests above all else. We are committed to transparency and accountability in all our dealings.
- Personalized Attention: We believe in building close relationships with our clients, taking the time to understand your unique goals and concerns.
- Comprehensive Planning: We utilize a holistic approach to wealth management, addressing all aspects of your financial life in pursuit of your financial success.
- Independent and Fee-Only: We are an independent firm and do not accept commissions or transaction fees. Our compensation is solely tied to the performance of your portfolio, ensuring your interests are always aligned with ours.
Overall Impression
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings and praising Mark Bourguignon's wealth management services at Ascend Wealth Management.
Key Strengths
- Trust and Expertise: Reviewers trust Mark's expertise and knowledge in wealth management, citing his ability to provide insightful guidance and make the investment process easier to navigate.
- Personalized Service: Mark is praised for placing his clients' interests as his top priority, being personable, and providing a comprehensive approach to wealth management.
- Fiduciary Principles: Mark's fee-only basis and fiduciary approach are seen as a major strength, with reviewers appreciating his unbiased and client-centered approach.
Common Themes
- Client-Centricity: Mark's commitment to his clients' best interests is a common theme throughout the reviews.
- Knowledge and Expertise: Reviewers are impressed with Mark's knowledge and expertise in wealth management, citing his ability to provide guidance and make the investment process easier to navigate.
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