Tallahassee, FL Office
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Proper Wealth
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Firm-wide stats for Proper Wealth
About
Proper Wealth (PW Advisors, LLC) is an SEC-registered investment adviser serving individuals, high‑net‑worth individuals, trusts, estates, businesses, and retirement plans. The four-advisor firm manages approximately $131.8 million for about 485 clients and provides discretionary portfolio management, project-based financial planning, and retirement-plan advisory services including 3(21) plan support.
The firm constructs portfolios primarily with ETFs and diversified mutual funds using a mix of fundamental and technical analysis and a generally long‑term orientation, while trading shorter-term when needed for rebalancing or client objectives. Proper Wealth may allocate portions of client assets to unaffiliated Independent Managers with ongoing oversight, and offers reporting and operational features such as Black Diamond reporting, batch trading, and auto‑rebalancing for eligible accounts.
Proper Wealth’s business model includes several features that distinguish it from many peers: it sponsors a wrap fee program that bundles securities transaction costs into its asset‑based fee, and it has affiliated non‑advisory businesses — an accounting services entity (Proper Accounting Advisors, which the brochure notes is not a CPA firm and does not provide tax preparation, audit, or attestation) and an affiliated insurance agency — that the firm may recommend but are separate engagements. The firm also discloses that many advisory personnel are registered representatives of LPL Financial (and the adviser typically recommends LPL as custodian), and it uses a third‑party estate‑planning technology (Wealth, Inc.) to facilitate document preparation when clients elect that service.
Based on Proper Wealth
Expertise
Based on Proper Wealth
Location
3233 Thomasville Road
Tallahassee FL 32308
Advisors at this office
3
Advisors at this office
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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