Pure Wealth Strategies

Pure Wealth Strategies' Wealth Management Advisor James Wheeler, CFP®, RICP®had the unique opportunity to present at Northwestern Mutual's recent Corporate Market Seminar this week in Milwaukee, WI. He shared insight with other Advisors across the nation on how to leverage Corporate Planning in their business and make it a priority moving forward. We love any chance to give back to Northwestern Mutual and share insights on our specialties! James did a great job this week sharing his knowledge in this space!

Attention Raleigh natives: Looking for a way to conveniently recycle old electronics, batteries, and more? Anything with a Plug Recycling is hosting a mobile drop-off in at Crabtree Valley Mall in Raleigh this Saturday, October 12 from 12:00-4:00 PM. If you would prefer to drop them with Pure Wealth Strategies, send us a message and we will coordinate an office drop-off this week! Check out the full list of what they will accept. http://spr.ly/6045Uccxz

For this month's #MeetTheTeamMonday, we are featuring Casey Peterson, Wealth Management Advisor and one of our Principals. We asked Casey a few "Get To Know Me" questions... check out his answers below! Q: What is your favorite part about working with Pure Wealth Strategies? A: I really enjoy knowing that everyone on the team cares for our clients and their success as much as I do. Working towards a common goal with people you genuinely enjoy being around is such a great feeling. Q: Where do you most want to visit in the world? A: Currently the item that is really high on my bucket list is to play golf with my dad and brother at the Old Course at St. Andrews. I have started picking golf back up in the last 4 years after my dad and I would plan when I was a kid. He has been playing for the better part of 40 years and I have a lot of fond memories of playing with him. It would be a dream come true for us to go to the home of golf and have a day! Q: What are you most excited about in your life right now? A: Spending time with my family and watching our boys grow. My wife Cameron and I have our two sons, Ed (3) and Tom (2 mo.) It's been a whirlwind, but we wouldn’t change it for anything. Watching them interact has been so hilarious and fun. Thanks for sharing, Casey! Get to know all of our team members a little more by visiting our website: http://spr.ly/6041o14lF

This morning, PWS' James Wheeler, CFP®, RICP® had the opportunity to speak to Northwestern Mutual-NC about our investment strategies and beliefs. James delivered some great tips for how to integrate asset management into a client's financial plan and shared more about how he, along with the other leaders on PWS, have helped to structure our team to best serve our clients. Nice job, James!

Last Friday, the PWS team partnered with Northwestern Mutual to celebrate the 2024 Northwestern Mutual Impact Day! Each year, members of Northwestern Mutual and affiliates participate in a day dedicated to making an impact in their communities. This year, our team helped to raise awareness and money for Alex's Lemonade Stand Foundation (ALSF) - a charitable organization fighting childhood cancer. ALSF is an organization that we hold dearly due to Northwestern Mutual's ongoing partnership. If you are interested in learning more about ways to be involved, check out their website: http://spr.ly/6046o8YLE

Please join us in welcoming Taryn Shelton to Pure Wealth Strategies! Taryn will be joining us this fall as the Client Relations Intern and working closely with Josie. She is a senior at William Peace University studying marketing and originally from Mebane, NC. We are excited to have her join us this semester!

James Wheeler and Pure Wealth Strategies have the privilege of being the 2024 "Cupcake Sponsor" for this year's Joytime Ministries Ladies Retreat (that kicks off today)! We are always grateful for the opportunity to get involved in initiatives that live out our core beliefs and values. A special "Thank You" goes out to our friend, Dr. Joy Greene, who runs the organization. Though they are based out of the Triad, there are lots of ways to connect virtually if you are interested in being a part of the joy! http://spr.ly/6047WeUkU

For this month's #MeetTheTeamMonday, we are featuring Josie Secola, Director of Client Experience. We asked Josie a few "Get To Know Me" questions... check out her answers below! Q: What is your favorite part about working with Pure Wealth Strategies? A: My favorite part of PWS is that our mission and values are at the core of everything we do. It is easy to define these things as an organization and put them to the wayside - I find it gratifying and energizing that the team truly is living them every day! Q: What is one thing you cannot live without? A: My Apple watch! Yes, I am "that" person... but is it really a workout if you don't track it?! Q: Where do you most want to visit in the world? A: My husband and I are avid travelers, so I think that answer changes daily! Today, Singapore is at the top of my list. It will have to wait though, since our next big vacation will be to Japan in January! Thanks for sharing, Josie! Get to know all of our team members a little more by visiting our website: http://spr.ly/6042la6ao

...and we are back! Our team spent the Labor Day weekend enjoying trips to the beach, mountains, and at home. No matter how you spent it, we hope it was a wonderful time with family and friends. Let us know if we can be a resource to you this week.

Happy Labor Day! Today our team will be out of the office enjoying some time with family and friends to celebrate the day. Please note that the stock and bond markets are both closed today and trading will resume tomorrow at 9:30 AM EST.