Financial Advisor | Co-Founder
CurrentAn innovative approach to fee-based financial planning and wealth management.
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@pwadvisors.com
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3 phones found area 850 and 352
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Nick Chason is listed as Financial Advisor | Co-Founder at Proper Wealth at Proper Wealth, a with 3 employees, based in Tallahassee Metropolitan Area, United States. AeroLeads shows a work email signal at pwadvisors.com, phone signal with area code 850, 352, and a matched LinkedIn profile for Nick Chason.
Nick Chason previously worked as Financial Advisor | Co-Founder at Proper Wealth and Financial Advisor w/Park Ave Securities at Broker W/Strategic Wealth Group. Nick Chason holds Bachelor Of Science, Business Administration; Management from University Of Florida, The Warrington College Of Business.
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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
Listed skills include Construction Management, Contractors, Construction, Value Engineering, and 33 others.
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Tallahassee, Florida, United States
An innovative approach to fee-based financial planning and wealth management.
401 East Virginia Street, Tallahassee, Fl 32301
Providing 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.
Tallahassee, Florida Area
Custom home builder and remodeler. www.aw-gc.com
Responsibilities 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
Responsibilities 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.
GBGH 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.
Responsibilities 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.
Responsible 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.
Other employees you can reach at pwadvisors.com. View company contacts for 3 employees →
Ian Widener
Colleague at Proper WealthTallahassee, Florida, United States
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Andrea Janek
Colleague at Proper WealthTallahassee, Florida, United States
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Ashton Dilts
Colleague at Proper WealthJacksonville, Florida, United States
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Nathanael Wright
Colleague at Proper WealthUnited States
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Quick answers generated from the profile data available on this page.
Nick Chason works for Proper Wealth.
Nick Chason is listed as Financial Advisor | Co-Founder at Proper Wealth at Proper Wealth.
AeroLeads has found 1 work email signal at @pwadvisors.com for Nick Chason at Proper Wealth.
AeroLeads has found 3 phone signal(s) with area code 850, 352 for Nick Chason at Proper Wealth.
Nick Chason is based in Tallahassee Metropolitan Area, United States while working with Proper Wealth.
Nick Chason has worked for Proper Wealth, Broker W/Strategic Wealth Group, Chason Homes, Albritton Williams, Inc., and Gbgh Construction - A Residential & Commercial Construction Company.
Nick Chason's colleagues at Proper Wealth include Ian Widener, Andrea Janek, Ashton Dilts, and Nathanael Wright.
You can use AeroLeads to view verified contact signals for Nick Chason at Proper Wealth, including work email, phone, and LinkedIn data when available.
Nick Chason holds Bachelor Of Science, Business Administration; Management from University Of Florida, The Warrington College Of Business.
Nick Chason is listed with skills including Construction Management, Contractors, Construction, Value Engineering, Project Estimation, Project Planning, Project Management, and Budgets.
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