Proper Wealth
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:
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
2
tools in use
Monthly traffic
30
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AJ
Andrea Janek
Client Communications and Marketing · Other
EmailPhone - DG
David Grulich
Financial Advisor Co-founder · Other
EmailPhone
Showing 2 of 5 verified contacts
Top roles at Proper Wealth
2 distinct titles indexed · top 2 shown.
- 2financial advisor co-founder
- 1client communications and marketing
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