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What’s your PURPOSE?

We strive to simplify your financial life and provide you the freedom to focus on your passions and be more confident about your future.

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our team

Our independence as Financial Advisors with Waddell & Reed means we have the freedom to offer objective advice to help you pursue your life’s purpose.

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our purpose

Find out what it means to plan with purpose by exploring what matters most to our team of independent advisors.

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our process

Long-term goals require long-term plans. We approach financial planning by placing relationships and longevity first.

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Are you Financially Confident?

Whatever your purpose or place is in life - we believe you deserve to feel confident in your finances. Planning today in anticipation for tomorrow can help you pursue your life’s purpose. Our team of professional, independent Financial Advisors with Waddell & Reed can walk with with you and your family on your personal journey towards wealth confidence. Whether you are a family with special needs, an individual investor, or a business owner - the team at Purposeful Wealth Strategies can help.

Some videos you might enjoy

Because learning about financial topics, has never been this much fun!

RESOURCES

Not everything you find online is reliable - especially when it comes to important financial topics. We’ve gathered reputable content you can count on to help understand, simplify and manage your wealth.

ARTICLES

A collection of hand-picked articles to help you on your planning journey.

CALCULATORS

Whether small or large - approach every financial decision with calculated certainty.

VIDEOS

More of a visual learner? Take advantage of our video-based library of resources.

PRESENTATIONS

Step-by-step guides that cover everything from smart investment strategies to tips on managing your taxes.

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"Your purpose in life is to find your purpose and give your whole heart and soul to it.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.