Why PureVest Exists

Built on over two decades of independent thinking.

SEC-Registered Investment Adviser | Fiduciary Advice

What We Believe

A simple idea: you don’t need something complex — you need a clear plan you can stick with.

Not more noise. Not more complexity..

Just a plan you can understand — and follow over time.

Why We Built It

We believe financial planning shouldn’t be built from a template – it should be personal, practical, and easy to understand.

PureVest was built around our beliefs – not industry standards.

How We Work

Our approach is consistent: bring structure to your decisions, simplify what matters, and help you move forward with confidence.

Who We Work Best With

Business owners building wealth outside their business.

People tired of financial hype — and advisors who overpromise but underdeliver.

Focused on getting to the point where work becomes optional — on their terms.

Simplified planning. 
Disciplined investing. 
Better outcomes.

Simplified planning.  Disciplined investing.  Better outcomes.

What Clients Say

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David Rabinowitz profile picture
David Rabinowitz
02/02/2024
Google star 1Google star 2Google star 3Google star 4Google star 5
I have been working with Steve from Purevest for a few years now. I would recommend him to anyone who needs financial advice, wealth management, investing strategies etc. He manages my brokerage account, and retirement accounts. He even helped me open investment accounts for my children. He is professional, patient, and trustworthy. He took the time to answer all of the million questions I had. Great guy with tremendous market knowledge and experience.
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Richard profile picture
Richard
02/02/2024
Google star 1Google star 2Google star 3Google star 4Google star 5
I had nothing but great experiences working with PureVest, I would highly recommend them if you are looking for a local financial advisor.
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Michele Russo profile picture
Michele Russo
23/01/2024
Google star 1Google star 2Google star 3Google star 4Google star 5
I cannot say enough good things about Steve Gitter and the entire team at PureVest. Professional, knowledgeable and always accessible. A pleasure to do business with!!
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Hal Blake profile picture
Hal Blake
23/01/2024
Google star 1Google star 2Google star 3Google star 4Google star 5
We have worked with Steve and Jason on achieving our financial goals for Many years. They are always available to answer our questions and address any concerns we have…They are very knowledgeable in their field. we highly recommend Steve and Jason and their company .. You won’t be disappointed!!
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Jerry Kulagowski profile picture
Jerry Kulagowski
14/12/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Talked to Steve many times and learned from him a lot. Great guy to deal with. He explained and helped me to understand how to handle my situation better than anyone else. Thank you for your service Steve.
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matthew lieberman profile picture
matthew lieberman
10/10/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Have my accounts with them for years Steve gitter is knowledgeable and an very pleased with the results
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Dan Brewer profile picture
Dan Brewer
18/01/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Our PureVest adviser, Steven Gitter, has been a lifesaver for our investment accounts. He has done more for us in the last five years than our previous advisor did in 15 years. He is the consummate professional taking time to actually speak with us, explaining market trends and strategies. We are extremely pleased that he has taken on our investment portfolio. I only wish that we would have been with Steve sooner.
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Michael Donofrio profile picture
Michael Donofrio
12/01/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Very professional, informative, and always available!
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Gil Ortiz profile picture
Gil Ortiz
11/01/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
PureVest is nothing less than outstanding. Strongly recommend. They walk through all of your investments and ideas. They are 100% trustworthy. they suggest low risk with high long-term gains with sound investments after they perform their research.
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Matthew Lenza profile picture
Matthew Lenza
11/01/2023
Google star 1Google star 2Google star 3Google star 4Google star 5
Excellent Company and owners. They are sharp as a tack and don't overwhelm clients.
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