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PWA Blog
Keep up to date on topics that impact your life and your world.
Planning for Long-Term Care: A Daughter’s Perspective on Why It Matters
At Purposeful Wealth Advisors, we often talk about the importance of preparation—because planning ahead isn’t just wise, it’s empowering. But today, I’m writing not just
High-Net-Worth Divorce: What Every Woman Needs to Know Before Filing
Divorce is never easy—but when you’re a woman with a multi-million-dollar marital estate and you weren’t the one managing the finances, it can feel downright
How to Manage Volatile Markets During Retirement
The alarm goes off, and instead of getting ready for work, you check your retirement accounts—only to see losses. Your stomach sinks. In retirement, market
PWA Videos
Stay in the know about the issues that matter most to you.
Safeguarding Your Inheritance in Divorce: What You Need to Know
Even in divorce, your inheritance can remain yours. When emotions run high and finances get complicated, it’s easy to overlook what’s legally protected. Understanding the
Budgeting Through Divorce: Where to Start and Why It Matters
Divorce brings enough uncertainty—your finances shouldn’t be one of them. A clear, personalized budget can help you regain control, reduce stress, and make confident decisions
A Financial Affidavit: Your Step in Telling the Financial Story
Going through a divorce can be overwhelming, especially when it comes to finances. Your financial affidavit is more than just numbers—it’s the key to telling
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
