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An innovative approach to financial planning and private wealth management.

<p>The Ivory Tower Changes Wall Street</p>

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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<p>The Financial Literacy Crisis</p>

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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<p>How Compound Interest Works</p>

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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Our Approach

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

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

Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service

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.

Your Proper Wealth Team

David Grulich

David Grulich

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

Our Process

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>Jane Bond: Infiltrating the Market</p>

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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<p>Six Most Overlooked Tax Deductions</p>

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.
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<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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