We strive to simplify your financial life and provide you the freedom to focus on your passions and be more confident about your future.
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.
Find out what it means to plan with purpose by exploring what matters most to our team of independent advisors.
Long-term goals require long-term plans. We approach financial planning by placing relationships and longevity first.
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.
Because learning about financial topics, has never been this much fun!
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.
A collection of hand-picked articles to help you on your planning journey.
Whether small or large - approach every financial decision with calculated certainty.
More of a visual learner? Take advantage of our video-based library of resources.
Step-by-step guides that cover everything from smart investment strategies to tips on managing your taxes.
The best way to stay on top of current financial topics
Let us know how we can help you with your retirement goals
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.
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.