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>A Primer on Dividends</p>

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Learn More

<p>Prevent a Rift: Money Tips for Newlyweds</p>

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Learn More

<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Learn More

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>Where Is the Market Headed?</p>

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Learn More

<p>Putting a Price Tag On Your Health</p>

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Learn More

<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Learn More