Focused on What Matters
At the Purifoy Wealth Team, we know you want to be the kind of person who’s focused on what matters. In order to do that, you need a plan for your money you know will work. The problem is that when it comes to your plan, there are many crucial and overwhelming decisions to make. That’s why you deserve a trusted advisor. Especially for retirees, entrepreneurs, and executives, we understand how difficult your financial choices can be, which is why we help you make wise decisions with tax planning, retirement income planning, and so much more.
Recognized Among the Nation’s Top Wealth Advisors and Tennessee’s Top Workplaces
About Us
Located in Brentwood, Tennessee, just minutes south of Nashville, the Purifoy Wealth Team is a dedicated team of financial and investment professionals who utilize only the most effective strategies in order to help you reach your full potential. With CFP® designations on our team, our innovative approach is designed to help you save more of your hard-earned money. We do this by utilizing our background and expertise in order to sort through all the noise and misinformation in the financial services industry, so we can help guide you from distractions that slow you down or cost you more.
We have a unique ability to help our clients connect their thoughts and feelings about money with their needs and desires in life. This is our holistic, integrated approach to wealth management that involves both the head and the heart. In addition, our specialized background allows us to identify investment opportunities and tax efficiencies that others can miss. We are more focused on the efficiency of growth, which can help our clients to keep more of their hard-earned money.
Schedule a complimentary call today to learn more about how our team can keep you focused on what matters most!
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Meet Our Team
Learn more about each of the dedicated members of the Purifoy Wealth Team.
Michael J. Purifoy
CPA, CFP®
Senior Executive Vice President, SageSpring
Kevin Underwood
Financial Professional, SageSpring | Financial Professional, RJFS
Daniel Browne
Financial Planner Associate, SageSpring | Registered Representative, RJFS
Video Resources
Here’s How We’re Focused on What Matters Most
Our Specialty Wealth Management Services
Through our comprehensive wealth management services, our team can help families, executives, and entrepreneurs accomplish your financial goals through a holistic and integrated approach. Discover our specialty wealth management services below.
Wealth Management
Tax Planning
Charitable Giving
Retirement Income Planning
Estate Planning
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Street Address
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
Phone Number
615-432-4431
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