Proper Wealth of Apollon is your dedicated wealth management team. We’ve built our practice advising people just like you – entrepreneurs, business owners and senior executives. Hard charging professionals who are making a difference but may find it difficult to devote the time needed to plan their own financial future.
We’re built around you.
Our Commitment to Your Financial Well-being
We get it. The fiduciary standard is our starting point. We dedicate ourselves to your best financial interest by using a proven methodology and applying ourselves with steadfast commitment. We start by listening to you. We find the best outcomes are the result of collaboration, transparency and ensuring follow-through. Afterall, a plan is only as good as its execution.
Behind Proper Wealth is one of the savviest and deepest wealth management organizations around. We’re proud to be part of Apollon – an SEC registered investment advisory. Launched in 2018 by industry veterans, we have access to additional resources, proprietary tools, and specialized expertise together with critical back-office business operations and processes so that our focus remains squarely on you.
Welcome to our team
We understand that when a client chooses a wealth management partner, they are placing a tremendous amount of trust in a firm. As stewards of our clients’ capital, we take our responsibilities very seriously and it starts with our very first appointment together.
Our team at Proper Wealth loves what they do. Working together on your behalf are: