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

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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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

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

Tallahassee Financial Advisors

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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