David Grulich Email and Phone Number
David Grulich work email
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David Grulich personal email
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
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Financial Advisor | Partner And Co-FounderLegacy PlanningTallahassee, Fl, Us -
Financial Advisor | Co-FounderProper Wealth May 2020 - PresentTallahassee, Florida, UsAn innovative approach to fee-based financial planning and wealth management. -
Partner, Financial AdvisorStrategic Wealth Group Oct 2008 - May 2020
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Owner/PartnerVeritas Holdings Mar 2004 - Oct 2010
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InfantryUs Army Jun 2002 - Mar 2004Arlington, Virginia, UsEarned a Bronze Star while serving on active duty in Operation Iraqi Freedom and Operation Enduring Freedom
David Grulich Skills
David Grulich Education Details
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Florida State University -
Lawton Chiles High SchoolCum Laude
Frequently Asked Questions about David Grulich
What company does David Grulich work for?
David Grulich works for Legacy Planning
What is David Grulich's role at the current company?
David Grulich's current role is Financial Advisor | Partner and Co-Founder.
What is David Grulich's email address?
David Grulich's email address is da****@****lic.com
What schools did David Grulich attend?
David Grulich attended Florida State University, Lawton Chiles High School.
What are some of David Grulich's interests?
David Grulich has interest in Investing, Real Estate, Politics, Baseball, Economics, Golf.
What skills is David Grulich known for?
David Grulich has skills like Asset Protection, Estate Planning, Retirement Planning, Holistic Planning.
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