Financial Advisor in Monmouth County, NJ
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 Monmouth County
At PureVest, we help business owners and families in Monmouth County make better financial decisions.
Whether you’re preparing for retirement, managing your investments, or trying to figure out when you can stop working, our goal is simple: help you build a financial plan that gives you confidence.
Building wealth is just the first step. Knowing what it can do for you is what really matters.
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?
The right financial advisor does more than manage your investments. They help you make smarter decisions and turn years of hard work into the future you’ve been building toward.
23 Years and Counting
PureVest was founded by two partners with 23 years of experience each. We’ve helped clients navigate changing markets, manage investments, and plan for their future. Over the years, we’ve learned that having a plan and sticking to it can make all the difference.
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’s best for you, not on selling products.
Serving Monmouth County
We help business owners and families throughout Monmouth County plan for retirement, manage their investments, and make confident decisions about their financial future. Whether we meet virtually or in person, our focus is helping you reach your goals.
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.
Financial Planning for Monmouth County Residents
Monmouth County is more than an area we serve. It’s where one of our founders lives and raises his family.
We help local business owners and families make better financial decisions, whether we’re meeting virtually or at our Staten Island office.
Frequently Asked Questions
PureVest provides financial planning and investment management for business owners and families throughout Monmouth County, NJ. Our services include retirement planning, investment management, tax planning, and helping clients determine when they can comfortably stop working.
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.
Yes. Business owners are a primary focus of our firm. We help with retirement planning, managing investments, business cash management, and making financial decisions that support both personal and business goals.
No. We work with clients throughout Monmouth County through virtual meetings and phone calls. Clients who prefer meeting in person can visit our Staten Island office.
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.