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2101 Vista Parkway, Suite VO 4051, West Palm Beach, FL 33411

321-343-7100
Welcome to Puritz & Associates

Welcome to Puritz & Associates

Plan Focused Financial Guidance So You Can Live Out Life’s Grand Adventure!

At Puritz & Associates, our mission is to provide personal financial education and help our clients take advantage of opportunities by providing them with three key tools:

At Puritz & Associates, our mission is to provide personal financial education and help our clients take advantage of opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you have a specific question or want more information, click on Contact Us, drop us an e-mail message at john@puritzandassociates.com, or call us at 321-343-7100. We're ready to help.

Request an Appointment

We've created a website that's full of financial tools & resources.

There are financial calculators that can help you get a clearer picture of where you stand and where you're headed. There is a research library and newsletter articles on a wide range of financial topics. You can even request a quote for an insurance or investment product.

Check back often, because we're constantly adding new material!

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Setup

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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