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Alarm clock with “Tax time” note beside laptop, representing year-end tax planning and tax-aware investing strategies such as capital gains management, tax-loss harvesting, charitable giving, and retirement contributions for high net worth investors in Tallahassee, Florida.

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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Disclosures and Licensing:
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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