Financial planning
Build a clear plan around financial goals and work optionality.
PureVest
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About PureVest
Financial planning and investment management for business owners are the core offerings. PureVest helps clients organize their finances, understand how much they need to support their goals, and build a system for growing wealth over time. Planning is tailored to business owners at different stages, from building momentum to preparing for a next phase of life. The process includes mapping current finances and setting a direction, then providing guidance to help clients stay consistent and disciplined. Topics addressed include investment choices, retirement accounts, and tax strategy. Co-founders Jason Gitter and Steven Gitter are financial advisors; Steven is a CERTIFIED FINANCIAL PLANNER® professional. PureVest serves clients in Staten Island.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment guidance
Develop a disciplined system to build wealth over time.
For business owners
Planning for owners at different stages of building wealth.
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