PUREfi Wealth, LLC

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

William Nichols is a financial advisor with PUREfi Wealth, LLC, holding Series 63 and Series 66 registrations and 32 years of industry experience. He previously worked at Wells Fargo Clearing for seven years. Nichols serves as a board member for Kingston Healthcare in Toledo, Ohio. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad range of investment tools and incorporates derivatives and structured products within its strategies, managing institutional-scale assets with a team of nine advisors.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Sandy Galuppo is a financial advisor with PUREfi Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes 18 years at Merrill and four years at Svb Wealth LLC (formerly Boston Private Wealth LLC). PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm’s investment process incorporates a wide range of instruments and may employ derivatives, margin, and structured products, managing institutional-scale assets through a nine-advisor team.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Nicole Bogert is a financial advisor at PUREfi Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at SVB Wealth, LLC and Boston Private Wealth, LLC. Outside of financial advising, she has experience in entrepreneurial ventures, including a role at Rapture Salon, LLC. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad investment toolkit and actively monitors portfolios, incorporating options and structured products where suitable.

Timothy Jones is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining PUREfi Wealth in 2024. He holds the Series 63 and Series 65 designations. PUREfi Wealth, LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $262 million for about 81 clients, employing a range of strategies including asset allocation, fundamental and technical analysis, ESG screening, and the use of derivatives within separately managed accounts.