Investments
You’ve made investments your whole life. Work with us to help make the most of them.
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Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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The Proper Wealth Team
David Grulich
Financial Advisor | Partner
Robin Vernon
Financial Advisor | Partner
Nick Chason
Financial Advisor | Partner
Taylor Langston, CPA*
Financial Advisor
Katherine Nerona-Balog
Client Communications | Marketing
Martha Clemons
Client Support
Emily Warren
Client Support
Sara Martins
Client Support
Ian Widener
Client Support
Heather Shiver
Client Support
Isaiah Scott
Client Support
Nate Wright
Client Support
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
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Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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