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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Proper Wealth

An innovative approach to financial planning and private wealth management. Disclosures and licensing: https://www.pwadvisors.com

08/31/2026

Many people measure financial progress by comparing themselves to the market.

A better benchmark may be asking: "Is every financial decision I make moving me closer to the life I want?"

Investment returns matter. So do taxes, retirement timing, estate planning, risk management, and the countless decisions that shape your financial future.

If those pieces aren't working together, your plan may deserve a second look.

08/26/2026

Today we’re celebrating 2 years with Erin Logston! We’re lucky to have her as part of the Proper Wealth team. Thank you, Erin, for everything you do.

08/24/2026

The biggest gap in many financial plans isn't a missing investment.
It's a missing connection.

Taxes, retirement, estate planning, insurance, and investments can all influence one another. Without someone looking at the bigger picture, important opportunities may be overlooked.

Our latest article explores the role of a financial quarterback and why coordinated planning becomes increasingly valuable as your financial life grows.

https://bit.ly/4vXIHl2

08/19/2026

The closer you get to retirement, the more connected your financial decisions become.

A withdrawal strategy affects your taxes. Tax decisions can influence your legacy. Investment decisions can impact how long your income lasts.

Simplifying retirement starts with bringing every piece together into one coordinated plan.

If you're ready for a more connected approach to retirement planning, Proper Wealth is here to help.

08/17/2026

Join us in wishing a Happy Birthday to Erin Logston! Wishing you a wonderful year ahead filled with happiness and success.

08/13/2026

There comes a point when waiting becomes its own financial decision.

Not because markets moved. Not because tax laws changed. But because another year passed without reviewing whether your financial strategy still reflects your life today.

A financial plan shouldn't sit on a shelf while your career, family, business, and goals continue to evolve.

If it's been years since you've taken a comprehensive look at your financial picture, now may be the right time to start that conversation. https://bit.ly/47VE16K

08/11/2026

Most affluent families don't have a shortage of advice. They have a shortage of coordination.
Our latest guide explores why investment management is only one piece of the puzzle, what a truly integrated wealth management relationship should include, and how to evaluate whether your current approach is serving your long-term goals.
Download your complimentary copy today: https://bit.ly/4eXPx3i

08/10/2026

One day your children will sign their first lease, choose employee benefits, finance a car, negotiate a salary, and decide whether to use a credit card.

Financial education isn't just about dollars and cents. It's about preparing your children to make informed decisions long before those decisions carry real financial consequences.

The earlier those conversations begin, the more comfortable they'll be asking questions when life gets more complicated.

08/07/2026

Back-to-school season is a reminder that many graduates are still carrying one of their biggest financial obligations: student loans.

Paying them off is important. But paying them off the right way often means looking beyond the loan itself.

Your repayment strategy can influence your retirement savings, homeownership timeline, emergency reserves, and other long-term goals. Rather than asking, "How quickly can I eliminate this debt?" a better question is, "How does this fit into my overall financial plan?"

08/04/2026

Some days call for big plans. Others call for a really good chocolate chip cookie.
Today is definitely the second kind.

Happy National Chocolate Chip Cookie Day! 🍪

Address

3233 Thomasville Road
Tallahassee, FL
32308

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.PwAdvisors.com/

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