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

A Primer on Dividends

A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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And the Executor Is

And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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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

Taylor Langston, CPA

Taylor Langston, CPA

Financial Planning Analyst

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

Ian Widener

Ian Widener

Client Support

Luke Widener

Luke Widener

Client Support

Kelly Todd

Kelly Todd

Client Support

Tallahassee Financial Advisors

Inflation and Your Portfolio

Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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