Clear planning for a
complex world
An extensive range of financial services, backed by extraordinary client service.
Whether planning for your child’s education, buying a first home, or reviewing retirement scenarios, we provide the experience and resources to construct clear solutions to financial goals of every size.
Click below to learn more about
our services.
- Investment Solutions
The PWM Investment Committee takes a commonsense approach to asset management. We filter out the noise and deliver portfolios crafted specifically for each client. We are not speculators or day traders. We are investors.
• Investment Analysis
• Asset Allocation
• Portfolio Construction
• Stocks, Bonds, Mutual Funds, ETFs, etc.
• Stock Options/Restricted Stock Management
• Income Strategy Creation
• Cash Management Solutions
• Interval Funds
• Private Placement Options
• Qualified Opportunity Zone Offerings
• Direct Indexing Solutions - Financial Planning & Coaching
The foundation of your relationship with your Purus Advisor is your CLEAR Plan. This plan helps take the guesswork out of life's big transitions. We are able to act as the quarterback of your financial team through the partnerships we create with you and the other professionals in your life.
• Life Stage Planning
• Financial Goals
• Cash Flow Analysis
• Retirement Timing Strategy
• Comprehensive Insurance Analysis
• Estate Plan Strategies
• Education Planning (e.g. 529 plans)
• Risk & Return Assessment
• Social Security Analysis
• Business Succession/Sale Collaboration
• High Net Worth Planning
• Coaching & Educational Services
• Webinar Educational Series Events, Financial Literacy Program, Monthly Newsletters - Retirement Planning
Retirement is an important milestone in your life. Wherever you are on your Purus Relationship Roadmap, we will work together to develop, verify, and implement a personalized plan with the goal to allow you to retire with confidence and enjoy the lifestyle you have envisioned.
• Individual Retirement Planning
• Direct Management of Employer Sponsored Retirement Benefits
• Medicare/Social Security Planning
• Income Strategies
• Required Minimum Distribution Management (RMD)
• Employer Sponsored Benefit Guidance (401k, 403b, 457, etc.)
• Business Owner Services
- Succession Planning
- Retirement Plan Efficiency Audits
- Employer Sponsored Retirement Plan Management (401k, 403b, 457, Defined Benefit Plan, Simple IRA, etc.) - Insurance Planning
Through our CLEAR Plan process, we work to identify your insurance needs and address them as efficiently as possible. Because we are able to act as an insurance broker, we have access to a wide range of solutions to meet your specific needs and provide peace of mind for life's unexpected events.
• Term Insurance
• Permanent Life Insurance (UL, VUL, IUL)
• Long Term Care (Traditional and Asset Based)
• Business Insurance
• Advanced Planning Strategies
• Fixed Annuities - Tax Analysis & Strategy
Sometimes it is not what you earn, it is what you keep that matters. Having a team of professionals who work together to maximize the money you have can make a significant impact in the outcomes you achieve.
• Tax Loss Harvesting
• Capital Gains Analysis
• Tax Minimization Concepts
• Estate Tax Mitigation
• Proactive Tax Planning - Legacy Services, Wealth Transfer & Estate Planning Assistance
Your Purus Advisor will work with other professionals to help you develop a sound estate plan that has a multi-generational impact and assists you in creating your legacy. These partnered estate planning services help you design a wealth transfer plan that fits your vision.
• Multi-Generational Services
• Trust Services*
• Business Succession Planning*
• Estate Planning*
• Charitable Gifting
• Foundations and Endowments*
• Legal Document Review*
• “Sounding Board" Services - friends and loved ones are welcome to utilize our expertise
• Beneficiary Lifeline Service - a kind voice to help guide your caretakers through complicated choices* Services provided in partnership with external professionals not associated with Purus Wealth Management.
Clear planning for a