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Author: Nick Chason

What You Need to Know About Mega-IPOs

Multigenerational family gathered around a dining table in a modern home, representing estate planning, wealth transfer, legacy planning, and multigenerational wealth management for affluent families in Tallahassee.

How Can Multigenerational Planning Protect Wealth?

Tallahassee financial planning concept image showing a diversified investment portfolio pie chart with multiple asset allocations, market data charts, and performance trends illustrating true diversification across asset classes and market conditions.

What Does True Diversification Mean for Your Portfolio?

Q1 2026 Quarterly Investment Commentary: Keeping a Balanced Approach

Desk calendar showing 2026 with a torn 2025 page, symbolizing resetting a 2026 financial plan with a Tallahassee financial planner at Proper Wealth.

How Should You Reset Your Financial Plan for 2026?

Proper Wealth branding and header graphic reading “Quarterly Investment Commentary – Q4 2025,” introducing a market update blog focused on disciplined investing, diversification, and maintaining a balanced approach amid shifting economic data, interest rate changes, and market volatility.

Q4 2025 Quarterly Investment Commentary: Keeping a balanced approach

Three generations of a family smiling outdoors at sunset, including an older man, a young boy, and a woman, representing legacy planning and family-focused estate planning in Tallahassee.

Build Your Legacy Using Estate Planning in Tallahassee

Q3 2025 Quarterly Investment Commentary: Keeping a Balanced Approach

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Financial Planning for Tallahassee Business Owners

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About

Proper Wealth in Tallahassee, FL, specializes in delivering personalized financial planning and investment management services tailored to your unique goals. As an independent planning and advisory firm, our team of Tallahassee financial planners provides unbiased advice without sales quotas or any other corporate requirements. Acting as your Wealth-Building Partner, we provide tax-efficient financial planning, investment management, retirement planning, and multi-generational planning for your estate.

Contact

850.972.9725
850.739.7055
3233 Thomasville
Tallahassee, FL 32308

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We are licensed to offer investment products in the following jurisdictions: AL, AK, AZ, AR, CA, CO, DC, FL, GA, IN, KY, LA, ME, MA, MI, MO, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
We are licensed to offer insurance products in the following jurisdictions: AL, AK, AZ, CA*, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, ME, MD, MA, MI, MO, MS, NV, NJ, NY, NC, OH, OK, OR, SC, TN, TX, UT, VA, WA, WY
*Nick Chason CA Insurance License No. 0I79498, State of Domicile: Florida
We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
Securities oﬀered through LPL Financial, Member FINRA/SIPC. Investment advice oﬀered through PW Advisors, a Registered Investment Advisor. PW Advisors, Proper Wealth and PW Financial are separate entities from LPL Financial. Member SIPC (SIPC.org). Advisory services are only offered to clients or prospective clients where PW Advisors, Proper Wealth and its representatives are properly licensed or exempt from licensure.

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