Proper Wealth Management, a division of Apollon Wealth Management based in Austin, Texas, offers comprehensive, fiduciary financial planning tailored to entrepreneurs, business owners, and senior executives. Emphasizing a holistic approach, the firm integrates investment management, tax planning, estate strategies, budgeting, and risk assessment to align clients’ financial structures with their life goals.

Their structured process begins with understanding clients’ visions and involves detailed financial analysis, scenario modeling, and ongoing support to ensure plans adapt to evolving circumstances. Acting as a personal CFO, Proper Wealth collaborates with clients’ legal and tax professionals to provide cohesive financial solutions.

As part of Apollon Wealth Management, an SEC-registered investment advisory founded in 2018, Proper Wealth leverages extensive resources and expertise to deliver personalized financial guidance.