Financial Advisors
Larkspur, CA
Proprietor Wealth Management is an independent, fee-only fiduciary financial advisory firm serving the North Bay with comprehensive wealth management and financial planning services. Founded on the principle that investors deserve true fiduciary care, the firm builds long-term relationships by acting as a personal Chief Financial Officer (CFO) for clients, helping them make smart investment decisions, meet financial goals, and achieve greater peace of mind. Rather than relying on commissions or transaction-based fees, Proprietor selects investments solely on quality and merit.
Ideal for: Affluent individuals and families seeking fiduciary wealth management, investors who value commission-free advice, business owners and professionals needing comprehensive financial planning
Service area: Larkspur and surrounding North Bay communities
True Fiduciary, Fee-Only Model: Acts as a fiduciary with no commissions or transaction-based fees, ensuring advice is driven solely by client interests and quality of investments rather than sales incentives.
Independent Firm: As an independent wealth management firm, Proprietor maintains complete autonomy in investment selection and advice, free from corporate or institutional pressures.
CFO-Level Relationship: Builds comprehensive long-term relationships acting as a personal Chief Financial Officer, covering full financial planning and wealth management rather than isolated services.
Address: 700 Larkspur Landing Cir Suite 199, Larkspur, CA 94939
Phone: (415) 569-7909
Website: proprietorwm.com
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