SEC CRD #801-133815
Investment Management Firm based in Fort Worth TX Skip to content Client Portal Financial Plan Investments Client Portal Financial Plan Investments © 2019 Purewater Capital, a financial concierge. Our Process Purewater Capital provides a concierge-level financial experience: deeply personal advice, white-glove service, and a relationship built on trust, clarity, and long-term stewardship. Building a Relationship Before we start talking money, we want to learn more about you. We invite you to join us at the Purewater Capital offices for a commitment-free consultation. No note-pads, no financial statements, no BS. This is our “first date” where we learn more about each other. Demonstrating Our Expertise We ll guide you through our fee-based planning process, explain our approach to investment management, and showcase our value proposition. It s important that all decision-makers are present to ensure alignment at every stage. After the meeting, you can decide if Purewater Capital is right for you. Having a Crucial Conversation This is where your financial roadmap takes shape. We ll show you our dynamic model and help you visualize your current and future financial health. We ll discuss your goals, risk tolerance, and what if scenarios to provide a realistic glimpse into your future. Our Philosophy We believe that managing your finances shouldn t be a burden—it should be a pleasure. We pride ourselves on our ability to offer you a wide range of personalized services that can hel
AUSTIN BERRY
CCO
📞 (817) 416-8680
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AUM
$150M
Location
FORT WORTH, TX
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