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We’re built around you.

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.

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:

Jared Toren

Managing Partner

Michael Lewis

Director of Strategic Planning

Kirstie Reeves

Office Manager and Program Coordinator

Crystal Rose

Client and Practice Support

Managing Partner

Jared Toren

Jared brings over 18 years of finance industry experience, including collateral analysis, equity trading and investor relations at well-respected firms such as UBS and Morgan Stanley, before becoming a wealth management professional in 2010. Since this time, Jared has guided entrepreneurs through their complex financial needs, providing expert advice and strategic solutions to help them achieve their financial goals. With the goal of better serving clients in a fiduciary capacity,  Jared launched Proper Wealth Management in 2015. Together with his team, Jared delivers personalized comprehensive wealth management solutions to his clients tailored to their unique needs and circumstances acting as their trusted wealth management advisor.

Director of Strategic Planning

Michael Lewis

Michael E. Lewis II is a Wealth Management Advisor at Apollon, and has been in the financial services industry for a decade. He is driven by the privilege of helping his clients’ families and/or businesses achieve a successful and secure financial future, and ensuring they enjoy the journey along the way.

Michael is born and raised in Charleston (yep, one of the remaining few). When not working, Michael can typically be found watching his 3 boys – Calib, Cullen, and Carter – playing various sports year round. On the off chance they don’t have a game, you might find him trying to find his ball in the woods of one of the local golf courses.

Office Manager and Program Coordinator

Kirstie Reeves

Client and Practice Support

Crystal Rose

Interested in learning more?

Let’s connect.

CONTACT US