Broker Check

Proper Wealth

An innovative approach to financial planning + wealth management.

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.

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.

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.

Articles + Insights

Global and International Funds

Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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The Proper Wealth Team

David Grulich

David Grulich

Financial Advisor | Partner

Robin Vernon

Robin Vernon

Financial Advisor | Partner

Nick Chason

Nick Chason

Financial Advisor | Partner

Taylor Langston, CPA

Taylor Langston, CPA

Financial Planning Analyst

Katherine  Nerona-Balog

Katherine Nerona-Balog

Client Communications | Marketing

Martha Clemons

Martha Clemons

Client Support

Emily Warren

Emily Warren

Client Support

Sara Martins

Sara Martins

Client Support

Ian Widener

Ian Widener

Client Support

Luke Widener

Luke Widener

Client Support

Kelly Todd

Kelly Todd

Client Support

Tallahassee Financial Advisors

The Sequence of Returns

The Sequence of Returns
A look at how variable rates of return impact investors over time.
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Women on the Rise

Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
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Four Really Good Reasons to Invest

Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
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