Many professionals in our industry claim to be wealth managers, but in practice they are investment advisors in disguise. At Proper Wealth, the scope of work is not limited to just your investment portfolio. We look at your entire financial picture – investments, tax, estate planning, budgeting & spending and more to orchestrate all the aspects of your finances into a cohesive picture. In fact, this is where we begin our client engagements.
Over years working with clients, we’ve synthesized the process of wealth management planning into a well-defined series of steps working closely together.