An innovative approach to financial planning and private wealth management.

Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities.

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 first.

Independent Wealth Management – The freedom to create tailored investment portfolios that are  fee-based.

Disclosures and licensing: https://www.pwadvisors.com

Proper Wealth

Nick Chason

This department focuses on providing financial advice and planning services to clients.

Proper Wealth

Org chart

Teams

Financial Planning

Offices

Proper Wealth

Org chart

Teams

Financial Planning

Offices

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