Financial Advisor in Staten Island, NY
We help business owners build enough wealth so work becomes optional.
No pressure. Just a conversation about your goals and whether we’re the right fit.
Financial Planning & Investment Management
in Staten Island
At PureVest, we help Staten Island business owners and individuals simplify their financial decisions.
We believe managing your investments is only one piece of the puzzle. Retirement planning, tax strategies, and the decisions you make along the way all play a role in your financial future.
Our job is to help you put those pieces together and build a financial plan around what you’re trying to accomplish.
How We Help
Retirement Planning
How much money do you need to stop working? We start with how much you want to spend, figure out what your investments need to provide, and stress test your financial plan to see if the numbers hold up.
Investment Management
We invest with a long-term goal in mind: growing your wealth and supporting your lifestyle for years to come. We build and manage portfolios specific to your needs.
Tax-Aware Planning
We look for opportunities to reduce unnecessary taxes through retirement planning, investment decisions, and withdrawal strategies, helping you keep more of what you’ve worked to build.
01
Get to Know Each Other
We start with a conversation to learn about you, what you’ve built, and what’s important to you. We’ll explain how we work, answer your questions, and make sure we’re a good fit.
02
Build Your Financial Plan
We take everything you’ve built and put it all together. Your investments, income, taxes, and goals come together in one clear financial plan built around what’s important to you.
03
Keep You on Track
We manage your investments, monitor your financial plan, and make adjustments as your life changes.
We keep you on track—no emotions, no detours—just consistency.
Ready to Plan your Next Move?
Whether you’re planning for retirement, managing your investments, or questioning if you’re making the right financial decisions, let’s have a conversation.
Why PureVest?
23 Years and Counting
PureVest was founded by two partners with 23 years of experience each. We’ve helped clients navigate changing markets, manage their investments, and plan for their future. Over the years, we’ve seen firsthand how important it is to have a plan and stick with it.
Beyond Investments
Financial planning goes well beyond managing investments. With a CERTIFIED FINANCIAL PLANNER™ professional on our team, we look at how your investments, retirement, taxes, and other financial decisions fit together. Because every decision you make with your money can impact another.
Independent. Fiduciary.
We’re independent, which means we’re not tied to any investment company or its products. As fiduciaries, our responsibility is to put your interests first. Our recommendations are based on what makes sense for you, not what someone wants us to sell.
Local Staten Island Presence
We’re Staten Island natives, and our office is located right here on South Avenue. We work with local business owners and families who want someone they can sit down with, ask questions, and have a real conversation about their money. No complicated process. Just straightforward conversations.
Meet The PureVest Team
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.
Visit PureVest in Staten Island
Our office is located in the Corporate Park of Staten Island. Whether you prefer to meet in person, over the phone, or by video call, we’re happy to do whatever works best for you.
Frequently Asked Questions
We help clients with retirement planning, investment management, and tax-aware financial planning.
But financial planning goes beyond just managing investments. We look at how everything fits together and build a financial plan around what you’re trying to accomplish.
Whether you’re building wealth, working toward making work optional, or already retired, our goal is to help you make better financial decisions.
Our investment management fees are based on the amount of assets we manage for you. Financial planning is included as part of that relationship.
We also offer one-time financial plans for those who aren’t looking for ongoing investment management.
During our first conversation, we’ll explain our fees, how we work, and what you can expect. No surprises.
We don’t have an investment minimum.
What’s more important to us is making sure we’re a good fit for each other. We want to understand your financial situation, what you’re trying to accomplish, and whether we can help you get there.
That’s why we always start with a conversation before making any commitments.
Absolutely. While our office is located in Staten Island, we work with clients throughout New York, New Jersey, and across the country.
Whether you prefer to meet in person, over the phone, or by video call, we’re happy to work with you in whatever way is most convenient.
Our first conversation is simply a chance to get to know each other.
We’ll talk about your financial situation, what you’ve built, and what you’re trying to accomplish. We’ll also explain how we work and answer any questions you have.
There’s no pressure or obligation. Just a conversation to see if working together makes sense.
Experience the PureVest Difference
You’ve worked hard to build your wealth. Let’s talk about how we can help you make the most of it.