Financial Planning & Investment Management
For Business Owners
We help business owners build enough wealth so work becomes optional.
Most business owners spend years building their company.
Eventually they start asking:
Is my money working as hard as I am?
Who We Help
We work with business owners who want a clear plan — so their money works as hard as they do.
Building Momentum
You’re earning well and building your business—but your finances lacks structure. Let’s organize your financial life and put your money to work.
Building Wealth
Your business is established and your wealth is growing. Now it’s about knowing where you want to go and having a plan to get there.
Ready To Step Back
Entering your next phase—turning years of work into income that supports your life.
Different Stages. Same Disciplined Approach.
Most business owners are focused on one thing — running their business. Not building a real financial plan.
- My money could be working harder
- What's my actual number?
- Too much cash sitting on the sidelines
- My accounts feel scattered
- No clear tax strategy
- I rarely hear from my advisor
How We Help
Know Your Number
Figure out how much you actually need —so work becomes a choice on your terms. No guessing.
Build Your Wealth System
Turn your income into a system that builds wealth over time— so your goals become reality.
Stay Consistent & Disciplined
We keep you on track—no emotions, no detours—just consistency.
Make Work Optional—On Your Terms
We’ll map out where you are—and what it takes to get there.
Why PureVest
We built PureVest to simplify financial planning—with a more disciplined way to grow wealth.
Simple, Not Complicated
Most financial plans are overly complex.
You don’t need more moving parts—just an approach you can stick with long enough for compounding to do the heavy lifting.
Listen, Then Lead
We start every plan the same way—by listening.
Then we stay ahead—bringing ideas tailored to your situation.
Built For Optionality
This is about more than just returns.
It’s about getting to the point where work becomes optional—and having the flexibility to choose what’s next.
The People Behind PureVest
Jason Gitter
Co-Founder & Financial Advisor
My career began in 2003 and I spent years running my own independent office before co-founding PureVest…
I believe building wealth comes down to a few simple things—saving early, saving consistently, and investing with discipline over time.
At PureVest, we focus on helping clients stay on track with a clear plan they can stick with.
Outside of work, I’m usually spending time with my wife, Laura, and our four children. I also enjoy working out and coaching flag football.
Steven Gitter, CFP®
Co-Founder & Financial Advisor
I believe money is a tool — it all comes down to how you use it…
I’m a CERTIFIED FINANCIAL PLANNER® professional with a bachelor’s degree in finance from Western Governors University.
I work every day to help business owners connect the dots and simplify their financial lives.
To me, success isn’t about chasing bigger wins or always wanting more. It’s getting to a point where you call the shots.
For over two decades, I’ve approached each day with a positive outlook and an open mind — and I bring that same mindset to the people I work with.
I live in New Jersey with my wife and three boys. If I’m not working, you’ll usually find me on the golf course or at the hockey rink.
Scott Hechler
Financial Advisor
I’ve been helping clients work toward their financial goals since 2007.
I enjoy getting to know the people I work with and helping them make confident financial decisions.
My core belief is simple: building wealth takes patience, discipline, and a long-term approach. My goal is to help clients stay focused on the bigger picture.
When I’m not working, I love spending time with my wife, Angela, our two amazing kids, and our dog, Charlie. I’m also a lifelong New York Knicks fan, and it’s a lot more fun now that we’re the reigning champs.
★★★★★ 5.0 Google Reviews
