Proper Wealth | Fee-Based Financial Planning + Wealth Management

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

<p>TIPS for Inflation</p>

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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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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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

What is Financial Planning?

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

<p>Global and International Funds</p>

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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<p>Errors and Omissions Insurance</p>

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

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<p>Earnings for All Seasons</p>

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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