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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.
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.
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.
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