Proper Wealth

www.pwadvisors.com

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

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Lusha Magic

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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

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Country

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State

Florida

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City (Headquarters)

Tallahassee

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Employees

1-10

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Founded

2020

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Social

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Potential Decision Makers

  • Financial Advisor | Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

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