Proprietor Wealth Management
Business details
- Category
- Financial Services · Financial planner
- Address
- 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939
- Phone
- (415) 569-7909
- Website
- proprietorwm.com
- County
- Marin County
Hours
- Monday: 6:30 AM–7 PM
- Tuesday: 6:30 AM–7 PM
- Wednesday: 6:30 AM–7 PM
- Thursday: 6:30 AM–7 PM
- Friday: 6:30 AM–7 PM
- Saturday: Closed
- Sunday: Closed
About
At Proprietor Wealth Management, we help families across Larkspur and Marin County grow and protect their finances with personal, long-term investment guidance. We take a fiduciary, fee-only approach, so our recommendations are always aimed at your best interests rather than selling products.
Our process starts with a clear, comprehensive roadmap of your portfolio, so you understand where you stand and how you are positioned for the future. We focus on smart fund selection, broad diversification and keeping costs low, principles that support steady results over time.
Clients tell us they value our knowledgeable, personable approach and the way we make the investment process easier to navigate. Whether you are planning for retirement or managing a growing portfolio, we are here to guide you with patience and care.
Visit our website to get started, or call or stop by to schedule a conversation.
Our process starts with a clear, comprehensive roadmap of your portfolio, so you understand where you stand and how you are positioned for the future. We focus on smart fund selection, broad diversification and keeping costs low, principles that support steady results over time.
Clients tell us they value our knowledgeable, personable approach and the way we make the investment process easier to navigate. Whether you are planning for retirement or managing a growing portfolio, we are here to guide you with patience and care.
Visit our website to get started, or call or stop by to schedule a conversation.