Proprietor Wealth Management

Proprietor Wealth Management is an independent, fee-only private wealth management and financial planning firm in San Rafael. The firm acts as a fiduciary, meaning it is held to a fiduciary standard of care for its clients, and it does not take commissions or rely on transactions when choosing investments. Its work centers on long-term relationships in which the advisor acts as a personal chief financial officer for clients and their families.

Founder Mark Bourguignon brings 26 years of experience as a research analyst, advisor and investor, including time as a fund manager at Clearbridge Investments and earlier roles in equity research. Clients can reach the office by phone or email, and the firm works with clients throughout the country. The office is in downtown San Rafael, one block from Fourth Street and a few minutes from Highway 101.