Proper Wealth

An innovative approach to financial planning and private wealth management.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Our Approach

Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities

Fiduciary Standard of Care - As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first

Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service

Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based

Coordinating Advisors – Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.