Genuine Relationships. True Advice.
WHO WE ARE
Pure Wealth Strategies began from a vision to create a team of individuals that shared similar faith-driven values to serve other families as an extension of their own. We are ordinary people with ordinary lives, and we do not put on a different identity at the office. We strive to emulate Jesus in everything we do, whether that is loving our families or serving our clients.
As CFP® professionals, our desire is to ensure each aspect of our clients’ financial lives are in order and work together efficiently. Our team has various areas of planning expertise and life experience so we can serve our clients at all stages of their life and business.
Our individualized planning “begins with the end in mind.” This approach determines which strategies to use for each family and makes transitions between life stages seamless and less stressful.
We will be honest with you about your progress toward your goals, and we are not afraid to challenge you to step out of your comfort zone if we believe it would serve you better. We want you to feel confident in your choices that impact your family’s finances, today and for generations to come.