The Qualified Small Business Stock (QSBS) exclusion provides meaningful tax advantages to founders, investors, and employees in qualified early-stage startups and can significantly impact wealth creation, yet the benefits of QSBS are often misunderstood or overlooked due to their complexity. We break it down in "A Complete Guide to QSBS." Read more here: https://lnkd.in/dFUFKRWS #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #QSBS #tax #smallbusinesses #startups #wealth
About us
PUREfi Wealth provides comprehensive multi-generational wealth planning, investment management, and advisory services to individuals, families, and businesses through teams of advisors who are knowledgeable, experienced, and deeply committed to our clients. Founded by a tenured industry veteran with over 35 years of executive experience in private banking, wealth management, and financial technology, PUREfi Wealth is truly independent—yet provides the same breadth and depth of solutions as a large global institution. ---- PUREfi Wealth, LLC ("PUREfi") is a registered investment adviser with the Securities and Exchange Commission. Any reference to the terms “registered investment adviser” or “registered” does not imply that PUREfi or any person associated with PUREfi has achieved a certain level of skill or training. The information contained herein should not be construed as an attempt to sell or solicit any products or services of PUREfi or any investment strategy, nor should it be construed as legal, accounting, tax or other professional advice.
- Website
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purefiwealth.com
External link for PUREfi Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Boston, MA
- Type
- Privately Held
- Founded
- 2023
- Specialties
- Wealth Planning, Investments, Investment Advisory Services, Financial Planning, Wealth Management, Wealth Advisory, Multi-Generational Wealth Transfer, Estate Planning, Corporate Executive Services, Business Succession Planning, Next-Gen Financial Education, Sports & Entertainment, Entrepreneurs & Founders, Philanthropic Planning, Direct & Alternative Investments, and Private Capital
Locations
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Primary
Get directions
10 Post Office Square
Suite 710
Boston, MA 02109, US
Employees at PUREfi Wealth
Updates
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Time flies! As we approach another year-end, we also approach the season for company executives and employees to receive new equity-based compensation grants and achieve vest and release in others. PUREfi Wealth shares some best practices for effectively managing accumulated wealth from equity-based compensation. #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #financialplanning
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Once again, we are proud to have partnered with Dynasty Financial Partners as they continue to invest in enhancing their platform to enable independent firms like PUREfi Wealth to better serve our clients. Congrats!
We are pleased to announce the closing of a minority capital raise supported by several legacy investors and strategic Resource Partners, including Charles Schwab and new investors BlackRock and J.P. Morgan. This investment will directly enhance our platform, enabling independent RIAs to scale their businesses, better serve their clients, and pursue growth through M&A and succession planning. Shirl Penney, Dynasty President and CEO, shared, “The future is bright for Dynasty and our network of independent advisors as we continue to invest in technology, talent, and capabilities to support their success." Read More: https://bwnews.pr/4dBYI7i Our advisors are independent but not alone. Independence is #PoweredbyDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech
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At PUREfi Wealth, our advisors have decades of experience working with officers and executives of publicly traded companies. We know that understanding and planning around executive stock transactions can be complex and the stakes are high. Engage with our team to help you navigate the minefield. We invite you to download our guide that explores ten critical considerations for executives and directors contemplating trades in their company's stock. Download our guide to learn more: https://lnkd.in/enVPiZE4
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To say that politics is divisive in 2024 is the ultimate stating of the obvious, and the challenge of "walking on eggshells" to keep politics from poisoning relationships or even just candid conversations seems at times insurmountable. The attached analysis resonates with us as it provides some evidence that perhaps a disciplined investment strategy can provide some neutrality and quell emotional investment decisions related to the election. "Political views can stir strong emotions but making investment choices based on those feelings can lead to poor portfolio decisions...It’s best to express political opinions at the ballot box, not in your portfolio." #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #politics #election #electionyear #retirement #portfolio
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Company stock is often overlooked in the advisory relationship and wealth plan that drives financial success. We believe it is critical that company stock is incorporated into all decisions. Find out how PUREfi Wealth can help manage your company stock. Learn more here: https://lnkd.in/es8CTHC6 #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #companystock #estateplan
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Is now a good time to reassess uninvested cash allocations? Read More Here: https://lnkd.in/drY4NetC
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In a post earlier this month, we shared an opinion piece written by our founder and published in Family Wealth Report highlighting some of the key differences between Independent RIA's and Private Banks, including the inherent potential conflicts and hidden costs associated with how some bank-affiliated wealth managers handle clients' uninvested cash balances. "This conflict can result in a significant "hidden cost" at a private bank vs an RIA which can obscure the true costs clients have to bear. Independent RIAs do not generally earn spreads on client balances and, as a result, generally seek out the most advantageous cash solutions for their clients." That same issue continues to grab headlines amid lawsuits and regulators targeting some of the nation's largest financial institutions.