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Reaching Full Potential

Achieving financial peace today can be challenging. Our desire is to help you navigate life’s many financial decisions in an effort to maximize your situation, alleviate stress and allow you to focus on what’s most important. 

About Us

Wealth accumulators, retirees, business owners and executives all have varying degrees of financial needs. Oftentimes, busyness or neglect get in the way of achieving financial success. The reality is that you don’t have to walk this path alone. You can have a trusted advisor that knows your situation and helps plan for life’s challenges.

Our comprehensive and personal planning process takes a critical look at your situation from a tax, investment, estate and risk management perspective. Our goal is to help you save on taxes, have the ability to retire sooner and live a life of generosity and purpose.

Meet the Team

Learn more about each of the dedicated members of the Purifoy Wealth Team.

Michael J. Purifoy, CPA, CFP®

Executive Vice President, Southwestern Investment Group | Wealth Advisor, RJFS

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Grayson Garvin

Wealth Advisor, RJFS

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Caroline Crisp

Branch Associate

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Catherine I. Schricker

Client Services Representative

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Contact Our Team

Our Location

6 Cadillac Drive, Suite 405
Brentwood, TN 37027
615-432-4431

Latest Resources

  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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  • 6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

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  • How a Trust Can Meet Your Estate Planning Goals

    December 23, 2019

    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

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See More Resources