Nick Chason Email and Phone Number
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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
Proper Wealth
View- Website:
- pwadvisors.com
- Employees:
- 3
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Financial Advisor | Co-FounderProper Wealth May 2020 - PresentTallahassee, Florida, United StatesAn innovative approach to fee-based financial planning and wealth management.
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Financial Advisor W/Park Ave SecuritiesBroker W/Strategic Wealth Group Apr 2013 - May 2020401 East Virginia Street, Tallahassee, Fl 32301Providing objective advice to clients through comprehensive planning. Carefully managing wealth by listening to each client's unique circumstances and objectives, and tailoring a plan unique to their situation.
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PresidentChason Homes Mar 2012 - Apr 2013Tallahassee, Florida AreaCustom home builder and remodeler. www.aw-gc.com
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PresidentAlbritton Williams, Inc. May 2008 - Apr 2013Responsibilities include oversight of: Construction Activities, Marketing, and Human ResourcesSet operational goals and methods of measuring and achieving those goalsDeveloped a marketing strategy and the methods for implementationCoordinated the internal marketing efforts with the efforts of a contract lobbyistImplemented a bi-annual corporate meeting to review the comprehensive business planLaunched reporting and tracking procedures for field employeesEstablished and implemented human resource, project management and marketing practices and proceduresRefined and streamlined job responsibilities and processes to improve efficiency and reduce costsPerformed all functions of a Project ManagerNoteworthy: Established policies and procedures within several functions of the company which reduced costs and increased revenue despite the declining construction market
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Managing PartnerGbgh Construction - A Residential & Commercial Construction Company Feb 2006 - May 2008Responsibilities included oversight of: Construction Activities; Accounting / Bookkeeping; and MarketingCreated and performed bid and project management policies and proceduresEstablished contract policies and procedures and negotiated all contractsInstituted and carried out accounting / bookkeeping policies and proceduresTracked and managed cash flowDeveloped marketing goals and methods of achieving those goalsNoteworthy: Revenues of $750,000 in the first year, increasing to $2,000,000 in the second year and on track to meet or exceed second year revenues in the third year.
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FounderGbgh Missions Feb 2006 - May 2008GBGH Missions was a shared vision to take groups of people to South and Central American third world countries. The primary purpose was to expose those who travel to these countries to experiences and needs that they do not see in their own culture. The secondary purpose was to provide monetary and construction assistance for the indigenous areas that are visited.
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Project Manager / Project Superintendent / Project EngineerAlbritton Williams, Inc Jun 2003 - Feb 2006Responsibilities as a Project Manager and Project Superintendent included: Creating and tracking project schedules; monitoring the project budget; tracking and organizing all necessary documentation; designing and implementing efficient systems of organization; communicating with the architect and owner.Responsibilities as a Project Engineer included: Contacting potential subcontractors and dispersing all pertinent documentation and drawings; organizing bid packages; organizing subcontractor proposals; preparing and reviewing proposals to be sent to potential clients.
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Youth DirectorDeerlake United Methodist Church Nov 2003 - Feb 2005Responsible for spiritual, emotional, and physical wellbeing of forty-five middle and high school students. Established overall vision and direction for the group and organized a leadership team of 10 individuals, both paid and volunteer, to implement the vision and minister to the youth. Scheduled and organized all events and activities. Organized Sunday and Wednesday night meetings. Structured, implemented, and tracked the budget. Ex officio member of several committees as a proponent of youth needs.
Nick Chason Skills
Nick Chason Education Details
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University Of Florida, The Warrington College Of BusinessBusiness Administration; Management
Frequently Asked Questions about Nick Chason
What company does Nick Chason work for?
Nick Chason works for Proper Wealth
What is Nick Chason's role at the current company?
Nick Chason's current role is Financial Advisor | Co-Founder at Proper Wealth.
What is Nick Chason's email address?
Nick Chason's email address is ni****@****-gc.com
What is Nick Chason's direct phone number?
Nick Chason's direct phone number is +185076*****
What schools did Nick Chason attend?
Nick Chason attended University Of Florida, The Warrington College Of Business.
What skills is Nick Chason known for?
Nick Chason has skills like Construction Management, Contractors, Construction, Value Engineering, Project Estimation, Project Planning, Project Management, Budgets, Contract Management, Strategic Planning, Cpm Scheduling, Change Orders.
Who are Nick Chason's colleagues?
Nick Chason's colleagues are Ashton Dilts, Nathanael Wright, Andrea Janek, Ian Widener.
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