Our Team - Proper Wealth

Client Login

Client Login

Our Team

Experienced. Skilled. Focused.

At Proper Wealth, we don’t just talk the talk—we deliver. When you hire Proper Wealth, you’re gaining the expertise of a team of financial planning professionals rather than an individual advisor.

Our team is dedicated to protecting and growing your wealth, drawing on our combined expertise in investing, financial planning, tax strategies, and estate planning.

Based in Tallahassee, our boutique firm works closely with you to help you reach your goals. This teamwork is what makes us stand out from other firms that make money selling investment and insurance products.

Nick Chason

Financial Advisor | Partner

Taylor Langston

Financial Advisor

Andrew Martin

Financial Advisor

Martha Clemons

Erin Logston

Client Support | Insurance

Jon Tordi

Client Services

Andrea Janek

Client Communications | Marketing

Unlocking Financial Independence: The Case for a Dedicated Wealth-Building Team

We’ll show how a fully integrated wealth-building team can relieve the burden of coordination, clarify decision-making, and help you focus more on living the life you’ve built.

Download Your Copy

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

Connect

brockercheck

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.

SMS Consent and Terms and Conditions:
Information obtained as part of SMS consent will not be shared with third parties or affiliates.
If you have consented to receive text messages from Proper Wealth, you may receive texts regarding your account, transaction alerts, or important updates related to our services. If you have applied for employment with Proper Wealth, you may receive text messages regarding your application status. Message rates may apply, and messaging frequency may vary. You may opt out at any time by texting STOP. For additional assistance, text HELP or review our privacy policy below.