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CREATING A HIGHER RETURN ON LIFE

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 financial 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.

OUR VALUES

Beginning with the belief that God owns it all, we help our clients manage the wealth that has been entrusted to them and to prepare the next generation. These five words encapsulate our core values:

GENUINE

We value authenticity in all interactions.

JOYFUL

We believe optimism is essential to achievement.

RELATIONAL

We connect with one another, so we can help each other.

DEPENDABLE

We do what we say we are going to do.

RESPONSIBLE

We take ownership.