1701 Hermitage Blvd.
An innovative approach to financial planning + wealth management.
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.
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.
The freedom to create tailored investment portfolios that are fee-based.
Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.
TIPS for Inflation
Women and Financial Strategies
What Is My Current Cash Flow?
The Proper Wealth Team
Financial Advisor | Partner
Client Communications | Marketing
1. Financial advice that's holistic
2. Turning your values and priorities into next steps
3. Coaching through life's ups and downs
4. Discovering what today's decisions will mean for your future
Global and International Funds
Errors and Omissions Insurance
Earnings for All Seasons