FOCUSED ON WHAT MATTERS
At the Purifoy Wealth Team, we know you want to be the kind of person who’s focused on what matters. In order to do that, you need a plan for your money you know will work. The problem is that when it comes to your plan, there are many crucial and overwhelming decisions to make. That’s why you deserve a trusted advisor. Especially for retirees, entrepreneurs, and executives, we understand how difficult your financial choices can be, which is why we help you make wise decisions with tax planning, retirement income planning, and so much more.
RECOGNIZED AMONG THE NATION’S TOP WEALTH ADVISORS AND TENNESSEE’S TOP WORKPLACES
Located in Brentwood, Tennessee, just minutes south of Nashville, the Purifoy Wealth Team is a dedicated team of financial and investment professionals who utilize only the most effective strategies in order to help you reach your full potential. With CFP® designations on our team, our innovative approach is designed to help you save more of your hard-earned money. We do this by utilizing our background and expertise in order to sort through all the noise and misinformation in the financial services industry, so we can help guide you from distractions that slow you down or cost you more.
We have a unique ability to help our clients connect their thoughts and feelings about money with their needs and desires in life. This is our holistic, integrated approach to wealth management that involves both the head and the heart. In addition, our specialized background allows us to identify investment opportunities and tax efficiencies that others can miss. We are more focused on the efficiency of growth, which can help our clients to keep more of their hard-earned money.
Schedule a complimentary call today to learn more about how our team can keep you focused on what matters most!
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Summer 2022 Market Update
Winter 2022 Market Update
The Financial Dilemma
Meet the Team
Learn more about each of the dedicated members of the Purifoy Wealth Team.
Michael J. Purifoy, CPA, CFP®
Senior Executive Vice President,
Southwestern Investment Group
Financial Professional, SWIG
Financial Professional, RJFS
Julia Popova, CFP®
Financial Planner, Southwestern Investment Group
Catherine I. Schricker
Client Services Representative
Client Services Associate
James Ridley, CFP®
Financial Advisor, RJFS
HERE’S HOW WE’RE FOCUSED ON WHAT MATTERS
OUR SPECIALTY WEALTH MANAGEMENT SERVICES
Through our comprehensive wealth management services, our team can help families, executives, and entrepreneurs accomplish your financial goals through a holistic and integrated approach. Discover our specialty wealth management services below.
Keeping your unique financial goals top of mind, we can help you reach them through a comprehensive and focused approach to wealth management. From investments to financial advice, we can guide you through the simplest to the most complex financial issues.
We can help you carefully incorporate tax efficient strategies into your financial planning. Our team can help you make tax advantaged decisions now that can help in the long run
Charitable giving is one of the many ways we can make a notable difference in our world. If you have charities that are close to your heart, we can guide you in making a strategic impact with your giving, including your available tax benefits
RETIREMENT INCOME PLANNING
Whether you’re a retiree or looking toward retirement, we’ll guide you in your retirement income planning, so that you can comfortably ease into retirement and a well-planned future. We’ll help to determine which accounts to take income from in retirement to help your money
grow as efficient as possible.
Want to leave a financial legacy for your family? If you’ve been wondering where to begin, our team can help you alleviate potential family stress through careful guidance in asset protection, reducing your family’s tax burden, trust implementation, and more.
Contact Our Team
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
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You’ve found your dream house and are thinking about financing options. One
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Southwestern Investment Advisory Services, Inc. and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. Southwestern Investment Advisory Services, Inc. does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Southwestern Investment Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Southwestern Investment Advisory Services, except in connection with providing your contact information to your advisor.
Ramsey Solution’s relationship and agreement is between Southwestern Investment Advisory Services, Inc. only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and Southwestern Investment Advisory Services, Inc.
Michael Purifoy, CPA, CFP®, Senior Executive Vice President, SWIG, was recognized for the 2021 Forbes Best-In-State Wealth Advisor and 2021 Raymond James Leader’s Council
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
More than 1,000 companies were invited to participate, 90 were recognized as one of the Tennessean Top Places to work. The Tennessean welcomed anyone to nominate an organization and partnered with Energage, who also reached out to companies. Any employer was eligible, as long as it had at least 5 employees in Middle Tennessee. Employees could be public, private, nonprofit or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor the Tennessean is affiliated with Raymond James.
Brentwood, TN 37027