Company Email Format Management

Proper Wealth

Investment Management Tallahassee, Florida, United States 7 employees

Employees: 7
Contacts: 2
Emails: 2
Phones: 1

pwadvisors.com LinkedIn

Proper Wealth Overview

Headquarters: Tallahassee, Florida, United States
Website: pwadvisors.com
Industry: Investment Management
Employees: 7
Founded: 2020
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Fee-Based Financial Planning Wealth Management Retirement Planning Tax Strategies

About Proper Wealth

An innovative approach to financial planning and private wealth management. 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. 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. Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based. Disclosures and licensing: https://www.pwadvisors.com

Proper Wealth Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Proper Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Nick Chason	Financial Advisor - Co-founder at Proper Wealth	Tallahassee Metropolitan Area, United States	Email Phone
David Grulich	Financial Advisor - Co-founder at Proper Wealth	Tallahassee, Florida, United States	Email
Ian Widener	Planning Analyst at Proper Wealth	Tallahassee, Florida, United States	View
Andrea Janek		Tallahassee, Florida, United States	View