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

<p>Should I Invest in Gold?</p>

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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<p>Women on the Rise</p>

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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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

<p>Are Alternative Investments Right for You?</p>

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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<p>The Investment Risk No One&#8217;s Ever Heard Of</p>

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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<p>All Muni Bonds Are Not Created Equal</p>

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.
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