Should I...? Am I doing enough…? Will I reach my goals…? When can I retire, scale back, sell the business…?

Welcome to Purple Wealth.

At Purple Wealth, we've been planning financial futures for over four decades with client relationships that go back several generations. We've worked hard to earn our clients' trust, and to help them pursue their financial dreams and more. We'd like to help your family too; to look beyond your financial success and pursue so much more — Purple Wealth.


Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?


Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

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