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Nicholas C

Series 66

Tallahassee, FL

Proper Wealth

Nicholas Chason is a financial advisor at Proper Wealth with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, MassMutual, and LPL Financial. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $131.8 million across around 485 clients and employs a combination of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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Paul M

CFP®, Series 63, Series 66

Tallahassee, FL

Proper Wealth

Paul Martin is a CFP® professional with three years of industry experience. He currently works at Proper Wealth in Tallahassee, FL, and has prior experience at firms including Carr, Riggs & Ingram and Northwestern Mutual Investment Management. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for around 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing a mix of fundamental and technical analysis to construct portfolios primarily with ETFs and diversified mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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Austin L

Series 66

Tallahassee, FL

Proper Wealth

Austin Langston is a financial advisor at Proper Wealth with four years of industry experience. He holds a Series 66 credential and has worked at firms including Elliott Davis and Thomas Howell Ferguson. Langston is also involved with Flightline Group Inc in a non-investment capacity. Proper Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages portfolios primarily with ETFs and diversified mutual funds, employs both fundamental and technical analysis, and offers discretionary portfolio management and retirement-plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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Nathanael W

Series 65

Pinellas Park, FL

Proper Wealth

Nathanael Wright is a financial advisor at Proper Wealth with a Series 65 designation and one year of industry experience. He previously worked at Raymond James & Associates, Inc. and completed an internship before joining Proper Wealth. Proper Wealth is an SEC-registered investment adviser managing approximately $131.8 million for about 485 clients. The firm serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, project-based financial planning, and retirement-plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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