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

Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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Questions to Ask About Medicare

Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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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 Advisor

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 Rule of 72

The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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