PUREfi Wealth

PUREfi Wealth We provide multi-generational wealth planning, investment management, and advisory services.

We were delighted to host members of the Boston PEF Community at our 10 PO Square headquarters for an evening of network...
05/22/2026

We were delighted to host members of the Boston PEF Community at our 10 PO Square headquarters for an evening of networking and what's next.

PUREfi in Dallas! Last week, members of the PUREfi team had the privilege of gathering with clients and friends at the T...
05/12/2026

PUREfi in Dallas! Last week, members of the PUREfi team had the privilege of gathering with clients and friends at the Texas Rangers Baseball Foundation Tex Gala, a wonderful organization and evening dedicated to developing the next generation, honoring those who serve, and serving those in need.

Motherhood is leadership in its PUREST form - advice, guidance, vision, teaching, learning, patience, support, and uncon...
05/08/2026

Motherhood is leadership in its PUREST form - advice, guidance, vision, teaching, learning, patience, support, and unconditional love. On this Mother's Day, we honor mothers everywhere - past, present, and future.

Highlights below from our Q2 2026 Market Outlook. Click here for the full report: https://purefiwealth.com/wp-content/up...
04/27/2026

Highlights below from our Q2 2026 Market Outlook.

Click here for the full report:https://purefiwealth.com/wp-content/uploads/2026/04/Market-Outlook-Q2-2026.pdf

Today is April 8th, and today's market action reminds us of April 9th last year. While we don't know what tomorrow will ...
04/08/2026

Today is April 8th, and today's market action reminds us of April 9th last year. While we don't know what tomorrow will bring, we do know that the below represents a recurring truth and is a foundational guide to our approach and investment philosophy at PUREfi Wealth.

PUREfi Wealth ushered in the baseball season with clients and friends at Boston Red Sox Opening Day at Fenway Park on Fr...
04/06/2026

PUREfi Wealth ushered in the baseball season with clients and friends at Boston Red Sox Opening Day at Fenway Park on Friday, joined by our very special guest Hall of Famer Wade Boggs and an appearance by the 2004 World Series Trophy. Thank you to Shirl Penney, Founder & CEO of Dynasty Financial Partners, who was in the house, and to Timothy Call and our friends at MassMutual for a beautiful afternoon!

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. This week, we're spotlighting Amelya ...
03/16/2026

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. This week, we're spotlighting Amelya Redman, Client Associate & Marketing and Social Media Manager, who blends creative vision with purposeful strategy to bring a meaningful approach to wealth management and client care.

Some thoughts on event-driven market volatility..."Humility, experience, and a steady hand that has endured multiple cyc...
03/10/2026

Some thoughts on event-driven market volatility...

"Humility, experience, and a steady hand that has endured multiple cycles are among the many values of having a relationship with an advisor."

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. We're spotlighting Nicole Buckman, Cl...
03/10/2026

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. We're spotlighting Nicole Buckman, Client Service Manager, whose unwavering dedication to service makes every family she works with feel truly seen, supported, and empowered on their financial journey.

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. This week, we're spotlighting Alexand...
03/09/2026

PUREfi Wealth celebrates "Women Who Trailblaze" in honor of Women's History Month. This week, we're spotlighting Alexandra Samson Bean, CFP®, MBA, a wealth advisor who brings expertise, passion, and dedication to helping clients build the financial futures they deserve.

Address

10 Post Office Square, Suite 710
Boston, MA
02109

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16174889320

Website

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