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

Estimating the Cost of College

Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Is Term Life Insurance for You?

Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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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

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes
What's your vision of retirement?
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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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