IT'S NOT WHAT YOU MAKEIT'S WHAT YOU KEEP
We are committed to our clients, their families and their futures. In order to comprehensively advise our valued clients and because of the relationship with our CPA firm, we approach our client relationships in a way that focuses as much on tax planning as it does on investment or risk management strategies. This tax-centric approach allows our firm to holistically advise clients in a way that exceeds most traditional financial services providers.
Our beliefs create the foundation for the relationships we build and the client experience we provide.
Our firm is integrated with the professionals at our CPA firm, Purk & Associates. Our dynamic wealth management team includes CPAs, Personal Financial Specialist, Certified Financial Planner™ professionals and attorneys dedicated to delivering comprehensive services and solutions designed just for you.
Our extensive process is designed so that each client receives a customized and consistent service experience.
At Purk & Associates, we have completely integrated wealth management into our CPA firm, resulting in a shared expertise, greater service and a unique client experience. Our “one firm” approach provides an extraordinary combination of skills that ensures all aspects of your current wealth management plan are working together in the most tax optimized manner possible. While your current broker most likely only has knowledge of your investment portfolio, we have an in-depth knowledge of your entire financial situation.
Learn more about our dynamic team of professionals.
Jim Burgess,CPA, CFP®
Financial Advisor/Branch Manager
We have the tools to educate you and the resources to keep you informed.
How to Bake a Pie-R-A
Bull and Bear Go To Market
Preparation is the Key to Retirement