Purposeful Wealth Advisors

Financial Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	2500 W Bradley Pl, Suite 204, Chicago, Illinois 60618, US
Phone number	+17739754020
Websites	purposefulwealthadvisors.com keatinginc.com
NAICS	52
Keywords	Debt Management, Tax Planning, Succession Planning, Education Planning, Cash Flow Management, Retirement Planning, Estate Planning, Charitable Giving, Stock Option Planning, Employee Benefit Optimizationt
Employees	1-10

Key Contact at Purposeful Wealth Advisors

Beth Kraszewski

President

About Purposeful Wealth Advisors

At Purposeful Wealth Advisors, we believe that you are more than the sum of your assets. You’re an individual, a couple, a family. You’re a corporate executive, a business owner expanding operations, a socially responsible investor looking for ways to truly make a lasting impact. You’re the sum of your relationships, experiences, and everything in between. This is why our team remains collectively conscious of total wealth as it relates to your human, intellectual, social, spiritual, and financial capital. Because each of these priorities shape your financial past, present, and future. It’s our intention to help you realize the greater aspirations for your financial future with personalized plans built to adapt and pivot as life unfolds. Unlike many private wealth firms, our advisors are trained, certified, and regularly pursuing continued learning opportunities outside of investments. We focus not just on the financial aspect but are well versed with over 50 years of collective experience in areas such as legal and tax to ensure you get a more comprehensive approach. Social Media Disclosure: https://keatinginc.com/social-media-disclaimers/ Industry Disclosure: https://keatinginc.com/industry-disclosures/

Purposeful Wealth Advisors revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Purposeful Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Purposeful Wealth Advisors has never raised funding before.