Proper Wealth Employee Directory

Q: What is Proper Wealth known for?

Proper Wealth was founded in 2020. Proper Wealth operates in the Investment Management industry.

Q: How many employees does Proper Wealth have currently?

Proper Wealth has approximately 5 employees.

Investment ManagementUnited States2-10 Employees

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: https://www.pwadvisors.com

Find Proper Wealth employees' phone numbers or email addresses

Proper Wealth Global Highlights

North America
8

United States Of America
8

Proper Wealth's Leadership

D. G.
Financial Advisor | Co-Founder
Mobile Phone
Email
N. C.
Financial Advisor | Co-Founder
Mobile Phone
Email
T. L.
Financial Advisor
Mobile Phone
Email

Contact profiles from Proper Wealth

Name

Title

Contact Info

Location

Last Update

D. G.
Financial Advisor | Co-Founder
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
N. C.
Financial Advisor | Co-Founder
Mobile Phone
Email
United StatesFlorida
Jul 14, 2025
T. L.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 18, 2025

Frequently Asked Questions

What is Proper Wealth known for?

Proper Wealth was founded in 2020 operates in the Investment Management industry. The company's main headquarters is located in 3233 Thomasville Rd, Tallahassee, Florida 32308, US. Explore Proper Wealth's company overview page for more information.

What is Proper Wealth's most common email format?

Proper Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Proper Wealth email formats with LeadIQ.

How many employees does Proper Wealth have currently?

Proper Wealth has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Proper Wealth's key employees and leadership?

As of December 2025, Proper Wealth's key employees include:

Financial Advisor | Co-Founder: D. G.
Financial Advisor | Co-Founder: N. C.
Financial Advisor: T. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.