CLARITY TO YOUR
ABOUT
After spending a combined 30+ years with large firms, we realized there was a glaring issue with traditional “big box” financial planning. The problem is that conventional financial planning doesn’t account for the client’s everchanging life. We set out to create an independent boutique firm where the focus is on you.
Our priority is to understand YOU, craft a plan, and answer your “What Ifs”.
Our process helps keep you on track, navigate life changes and encourages accountability.
Our goal is not just to help you retire–we want you to experience financial independence.
PRINCIPLES AND CULTURE
TRANSPARENCY
The financial industry has been plagued by lack of transparency with complex cost structures and conflicts of interest. We believe that clients should have a clear understanding of not just the cost of our services, but also the tangible benefits we provide.
ACCESSIBILITY
We pride ourselves in our responsiveness and accessibility to our clients and their families. Given that we are a boutique firm, our clients enjoy prompt communication from friendly and familiar voices. Furthermore, financial plan and investment account information is always available via our website homepage.
TEAMWORK
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. By combining our individual proficiencies in financial planning, investment management and risk management, we create a holistic living financial roadmap that we will execute with you.
EMPATHY
We strive to listen and understand the circumstances surrounding your current financial situation, so that we can build a strong relationship on a foundation of trust. We are a referral based firm that prides ourselves on developing long-term relationships that encourage open and honest communication.
We enjoy building trusted relationships that span generations. This approach has been the cornerstone of our foundation for success.
OUR PROCESS
STEP 1: GET TO KNOW EACH OTHER
Before we start talking money, we want to learn more about you. We invite you to join us at the PWC offices for a commitment-free consultation. No note-pads, no financial statements, no BS. This is our “first date” where we learn more about each other.
STEP 2: SHOW (NOT TELL)
We will walk you through our fee-based planning process, approach to investment management, and ultimately our value proposition. During this time, it’s important that all decision makers in the family are present for our discussion to ensure alignment in each step of the process. After this meeting, you decide if Purewater Capital is right for you.
STEP 3: THE CRUCIAL CONVERSATION “IT’S SHOWTIME”
This is where your financial roadmap comes to life. We walk you through our dynamic model that will help you visualize the current and future state of your financial health. We will have an in-depth discussion about your goals, risk-tolerance, and “what if” circumstances to give you a realistic glimpse in to your future.
GET IN TOUCH
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