Wealth Management Services

Armstrong Purselley Wealth Management Group has developed a unique process for helping clients identify their current financial position and provide a clear roadmap for staying on track.  This roadmapping process allows your advisor to help you develop clear goals and strive to accomplish them while monitoring progress at pre-set intervals.

Armstrong Purselley Wealth Management Group has developed this process because we know that financial security does not just happen by chance.  It takes years of deliberate planning to accumulate, preserve, distribute and transfer wealth.  Our advisors will work with you on these roadmaps to help with your retirement, no matter what stage of the process you are in.

Portfolio Management

We will develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy. Learn more

 Wealth Planning

We will give independent advice and recommendations based upon your defined needs, risk tolerances, and goals. Learn more

Risk Management

While it is impossible to anticipate all the bumps in the road of your life, our Team has the resources to address any challenges that may come along.  Learn more

Estate Planning

Properly planned estate management allows you to manage your financial activities during your lifetime as well as after your death.  Learn more

Tax Planning

While understanding sound tax strategies as a part of your overall wealth management, working with your CPA in conjunction with our team of advisors is often overlooked. Learn more