Pure Wealth Management

Pure Wealth Management provides financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include comprehensive financial planning, retirement and estate planning, cash‑flow and tax planning, portfolio management, hourly and fixed‑scope planning engagements, and periodic net‑worth and performance reporting.

The firm manages portfolios on a discretionary basis guided by written investment policy statements and uses a tactical asset‑allocation approach that emphasizes non‑correlation, concentrated holdings, and global diversification across multiple asset classes. Portfolios are implemented primarily with no‑load and low‑load mutual funds and ETFs, with occasional use of individual stocks and bonds; trades are placed under a limited power of attorney and accounts are reviewed at least quarterly.

Distinctive features include an affiliation with a broker‑dealer and the advisor’s status as a registered representative, which enables access to commissionable products such as annuities, insurance and certain IPOs; these dual roles and solicitor arrangements are disclosed in the brochure and may create potential conflicts of interest. The firm also does not impose a minimum account size and encourages clients to compare custodian statements with the firm’s reports to monitor fees and performance.