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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

PUREfi Wealth

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United States
Boston, MA
PUREfi Wealth

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We provide multi-generational wealth planning, investment management, and advisory services.

10/20/2026

2026 tax law changes won't change the why we give, but their impact on the how, when, and how much we give are worth understanding.

The math is different enough that it deserves attention before year-end, and here we offer a primer on what changed, who it affects, and the strategies that may matter more as a result.

08/03/2026

We are pleased to welcome Krista Falcione to PUREfi Wealth!

Krista joins the team as a Client Associate and brings over 25 years of experience in client service and investment operations. She has worked with advisors and clients at First Citizens Wealth, SVB Private, and Bank of America Merrill Lynch, among others.

We are excited for Krista to bring her passion and commitment to our clients.

Welcome, Krista!

07/06/2026

This Independence Day, we celebrate not only our nation's founding, but the enduring values of Independence that inspire us to build, to serve, to protect, to imagine, and to leave a lasting legacy for future generations.

06/24/2026

"The real story behind a successful offering like SpaceX, or others to come, isn't the IPO. It's the asset class, and the degree to which the public now has (or should have) access to private market investing.

An independent fiduciary advisor, with the right partners and the right platform, has access to private markets through not just the traditional pooled vehicles, or exits via IPO once the real money has already been made, but also direct investment and co-investment opportunities in individual companies at various stages in the growth cycle."

06/22/2026

PUREfi Wealth is thrilled to welcome our summer interns, Henry Brown, Tufts University '27, and Drew Laguerre, Gettysburg College '28.

Contributing to the development of the next generation of financial professionals is consistent with our core values, and fresh perspectives and youthful energy always make us better.

Welcome aboard, Henry and Drew - we look forward to your contributions across our firm this summer!

06/17/2026

Calling all Founders

"You carry enough. Let us carry this part"

Comprehensive financial planning and wealth management that protects what you've built as life gets more complex and however the next chapter unfolds. Not just at exit, but now. We’ll do the work when it matters most, not just when you’ve had a monetization event.

05/22/2026

We were delighted to host members of the Boston PEF Community at our 10 PO Square headquarters for an evening of networking and what's next.

05/12/2026

PUREfi in Dallas! Last week, members of the PUREfi team had the privilege of gathering with clients and friends at the Texas Rangers Baseball Foundation Tex Gala, a wonderful organization and evening dedicated to developing the next generation, honoring those who serve, and serving those in need.

05/08/2026

Motherhood is leadership in its PUREST form - advice, guidance, vision, teaching, learning, patience, support, and unconditional love. On this Mother's Day, we honor mothers everywhere - past, present, and future.

04/27/2026

Highlights below from our Q2 2026 Market Outlook.

Click here for the full report:https://purefiwealth.com/wp-content/uploads/2026/04/Market-Outlook-Q2-2026.pdf

Address

10 Post Office Square, Suite 710
Boston, MA
02109

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16174889320

Website

http://purefiwealth.com/

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