Tallahassee Investing - Proper Wealth

Disciplined Approach to Investing

Independent Wealth Management

We have the freedom to create tailored investment portfolios that are fee-based. This allows us to prioritize the following when constructing accounts:

Passive investments
Manage expenses to help keep fees low
Tax-management strategies
Broad asset allocation
Risk + objective based
No front-end or back-end load mutual funds

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.

Types of Accounts

Our open-architecture wealth management platform allows us to establish many types of accounts including:

Brokerage
IRA + Roth IRA
Trust + Custodial
College Savings Plans
Business Accounts
Retirement Plans
Charitable Giving/Donor Advised Fund

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.