PUREfi Wealth

We are pleased to welcome Krista Falcione to PUREfi Wealth!

Krista joins the team as a Client Associate and brings over 25 years of experience in client service and investment operations. She has worked with advisors and clients at First Citizens Wealth, SVB Private, and Bank of America Merrill Lynch, among others.

We are excited for Krista to bring her passion and commitment to our clients.

Welcome, Krista!

"The real story behind a successful offering like SpaceX, or others to come, isn't the IPO. It's the asset class, and the degree to which the public now has (or should have) access to private market investing.

An independent fiduciary advisor, with the right partners and the right platform, has access to private markets through not just the traditional pooled vehicles, or exits via IPO once the real money has already been made, but also direct investment and co-investment opportunities in individual companies at various stages in the growth cycle."

PUREfi Wealth is thrilled to welcome our summer interns, Henry Brown, Tufts University '27, and Drew Laguerre, Gettysburg College '28.

Contributing to the development of the next generation of financial professionals is consistent with our core values, and fresh perspectives and youthful energy always make us better.

Welcome aboard, Henry and Drew - we look forward to your contributions across our firm this summer!

Calling all Founders

"You carry enough. Let us carry this part"

Comprehensive financial planning and wealth management that protects what you've built as life gets more complex and however the next chapter unfolds. Not just at exit, but now. We’ll do the work when it matters most, not just when you’ve had a monetization event.

We were delighted to host members of the Boston PEF Community at our 10 PO Square headquarters for an evening of networking and what's next.

PUREfi in Dallas! Last week, members of the PUREfi team had the privilege of gathering with clients and friends at the Texas Rangers Baseball Foundation Tex Gala, a wonderful organization and evening dedicated to developing the next generation, honoring those who serve, and serving those in need.

Motherhood is leadership in its PUREST form - advice, guidance, vision, teaching, learning, patience, support, and unconditional love. On this Mother's Day, we honor mothers everywhere - past, present, and future.

Highlights below from our Q2 2026 Market Outlook.

Click here for the full report:https://purefiwealth.com/wp-content/uploads/2026/04/Market-Outlook-Q2-2026.pdf

Today is April 8th, and today's market action reminds us of April 9th last year. While we don't know what tomorrow will bring, we do know that the below represents a recurring truth and is a foundational guide to our approach and investment philosophy at PUREfi Wealth.