Why Purposeful Wealth Advisors
Our Mission
To empower people to live abundantly and intentionally by helping them make purposeful decisions with their money wherever their journey takes them.
What Distinguishes Us?
1.We expect change.
Life is change. That we can’t control. What we can control is how we manage it. This is our sweet spot — helping people financially plan for and manage life’s transitions, especially Divorce | Retirement | Widowhood.
2.Client first, always.
Our role as a fiduciary for advisory relationships informs every decision we make. Simply put, our clients’ interests come first.
3.Selectivity.
4.Abundance + excellence, always.
We empower people to live abundantly and intentionally, and we believe there are opportunities for growth for every client. We don’t quit until we find each client’s best solutions.
5.Personal and global.
We’ve built a company that offers our clients the best of both worlds — a profoundly customer service-driven boutique-style front end with the resources of a powerhouse Raymond James back end. You don’t have to choose, you get both.
6.A choice of fee structures.
We offer every client a customized financial planning experience as well as two fee structures to meet their distinct needs:
- For our Financial Planning clients we charge a flat fee based on the complexity of your financial plan.
- For our Financial Planning With Investment Management clients we charge a percentage of the assets that we manage.
7.Our network, your network.
Financial decisions are only as sound as the context in which they exist. So when good decisions are also being made in other areas of your life — legal, accounting, business, etc. — the whole is stronger. We’ve developed a network of professionals that we gladly share with our clients.
