Proper Wealth and its team of Tallahassee financial advisors are pleased to announce their website’s development with a full spectrum of tools and resources designed to help clients in aspects of financial planning, asset management, and long term relationships with advisors representing a fiduciary standard of care. Each client is accorded fee-based customer-centered services and products designed to address their particular needs and life situation. Building a customized financial plan consists of six steps.
With the help of an Investment Advisor Representative, the Proper Wealth team adheres to a fiduciary standard of care, with an ethical and professional obligation to put clients’ interests first. Fully customized financial planning begins with the gathering of data and learning about the priorities of the client. The initial observations are discussed with the client, and there is collaboration on the topics of planning which must be addressed. At this point in the collaboration, the actual plan is designed, considering the agreed-upon topics.
More information about the company is available at https://www.pwadvisors.com/
All of the preparation and planning result in the action plan. Periodically, the plan is reviewed to make changes and additions based on actual progress toward goals. Fee-based advice on every aspect of the client’s financial life. The technology of eMoney is utilized to review, track and plan based on each client’s unique priorities.
Because the advisors provide fee-based independent wealth management, they have the freedom to create tailored investment portfolios. Whether the goal of investing is to protect the family, build wealth, or preserve assets, the team’s personalized services focus on the client’s wants, needs, and long-term goals. Proper Wealth serves only a limited number of clients so that the high service standards can be maintained. Part of the company’s duties are connecting clients with needed professionals, such as insurance agents, CPAs, and attorneys.
About the Company:
Proper Wealth and its Financial Advisor/Partners team have created an innovative and effective customer-centered approach to financial planning and investment. A six-step planning method under-girds interactions with clients. Individuals in need of financial planning, investments, or other customized action plans can be referred to other professional services as appropriate.
Company Name: Proper Wealth
Contact Person: Robin Vernon, David Grulich, Nick Chason
Email: Send Email
Phone: (850) 972-9725
Address:401 Hermitage Blvd. Suite 104
State: FL 32308
Country: United States