David Grulich Email & Phone Number

Proper Wealth takes an innovative approach to fee-based financial planning and private wealth management.Our Approach:1. Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life.2. 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 first3. Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service4. Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based5. Coordinating Advisors – Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.Specializing in serving the medical market and professionals. Each client is catered to based on their professional specialty.Our office is located in Tallahassee, where we typically meet with clients. Relationships can also be developed and maintained remotely, by utilizing Zoom and our financial planning software.Disclosures and Licensing: https://www.pwadvisors.com

Listed skills include Asset Protection, Estate Planning, Retirement Planning, and Holistic Planning.