Y O U R   F U T U R E   B E G I N S   W I T H   T H E   P R O P E R   F O U N D A T I O N

Our Mission is to always act in the best interest of our clients by providing Wealth Counseling that is built upon a foundation of time tested principles, transparency and proven results.

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L E T   U S   B E   Y O U R   C O R N E R S T O N E

CEO, Co-Founder

Investment Advisor Representative

CFP®, Co-Founder

Chief Compliance Officer

Investment Advisor Representative

CFP® CLU®

Investment Advisor Representative

Investment Advisor

Representative

Client Service Associate

Client Service Associate

Client Service Associate