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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

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Volunteering in Retirement

Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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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

Heather  Shiver

Heather Shiver

Client Support

Isaiah Scott

Isaiah Scott

Client Support

Nate Wright

Nate Wright

Client Support

Tallahassee Financial Advisors

What It Takes to Become an Accredited Investor

What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
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Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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Global vs. International: What’s the Difference?

Global vs. International:  What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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