Purevest

PureVest provides fee-based investment advisory and financial planning services primarily to individual clients, including mass-affluent and high‑net‑worth households, as well as to businesses and retirement plans. Although the firm is registered to offer discretionary management, almost all assets under advisement—about $34.8 million—are reported as non‑discretionary, so the firm will not implement investment recommendations without prior client approval.

Portfolios are tailored to client objectives ranging from income and capital preservation to aggressive growth and may include mutual funds, ETFs, individual securities, options and cash positions; the firm uses a blend of fundamental, technical, behavioral and quantitative analyses. Oversight emphasizes regular monitoring and rebalancing and may incorporate tax‑loss harvesting and other implementation techniques while leaving final trade authorization to the client in non‑discretionary relationships.

Operating as a small supported firm with two principals and roughly 84 clients, PureVest also provides retirement plan consulting and participant advisory services and acts as an ERISA fiduciary when engaged for ongoing plan monitoring and recommendations. The firm does not take custody of client assets, generally works through Schwab custodial/managed account platforms, and discloses that some representatives hold insurance licenses, which can create a potential conflict of interest.