Reaching Full Potential

Achieving financial peace today can be challenging. Our desire is to help you navigate life’s many financial decisions in an effort to maximize your situation, alleviate stress and allow you to focus on what’s most important. 

About Us

Wealth accumulators, retirees, business owners and executives all have varying degrees of financial needs. Oftentimes, busyness or neglect get in the way of achieving financial success. The reality is that you don’t have to walk this path alone. You can have a trusted advisor that knows your situation and helps plan for life’s challenges.

Our comprehensive and personal planning process takes a critical look at your situation from a tax, investment, estate and risk management perspective. Our goal is to help you save on taxes, have the ability to retire sooner and live a life of generosity and purpose.

Schedule a Meeting

Meet the Team

Learn more about each of the dedicated members of the Purifoy Wealth Team.

Michael J. Purifoy, CPA, CFP®

Executive Vice President, Southwestern Investment Group | Wealth Advisor, RJFS

Read Bio

Grayson Garvin

Wealth Advisor, RJFS

Read Bio

Caroline Crisp

Branch Associate

Read Bio

Catherine I. Schricker

Client Services Representative

Read Bio

Contact Us

Our Location

6 Cadillac Drive, Suite 405
Brentwood, TN 37027
615-432-4431

Latest Resources

  • What Is Your Financial Purpose?

    July 17, 2019

    Michael Purifoy shares four questions you should ask when seeking to achieve your financial purpose.

    Read More

  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

    Read More

  • Preserving Your Wealth: The Best U.S. Cities for Retirement

    July 17, 2019

    Choose a city that fits your retirement budget, while also giving you the post-work life of your dreams.

    Read More

See More Resources