Pure Wealth Management, Inc.
Investment Management - Cerritos, California, United States
Pure Wealth Management, Inc. Employees
Pure Wealth Management, Inc. Details
Since April of 1997, Jason J. Tani began managing the investment portfolios and retirement accounts for hard working families, business owners and motivated professionals throughout Southern California. Jason's goal and purpose has always stayed the same since 1997, to provide personalized services that is specifically tailored to his client's needs, goals and objectives while always providing the highest level of service, integrity, honesty and excellence in portfolio management. PWM is fully registered by the State of California Securities Regulators to perform asset management and provide financial advice. As an independent registered investment adviser, PWM is legally obligated to act as a fiduciary in dealings with their clients. As a registered investment adviser, PWM must hold the client's interest above its own in all matters, and conflicts of interest should be avoided at all costs. PWM puts the fiduciary responsibility for every client in writing. PWM recognizes that the most valuable asset you invest is your trust. PWM understands that we can only earn it through our actions and execution. PWM also understands that confidence can only be earned through results and time. PWM built an investment philosophy with the understanding of the fluidity and unpredictability of the stock market while incorporating a discipline approach to discovering undervalued investments and always focusing on the single biggest component in managing a successful investment portfolio, calculating and understanding risk and volatility.PWM's mission, simply stated, is focusing on your family's financial future. Pure Wealth Management is motivated and excited to focus our time and energy on your family's financial future. For more information about Pure Wealth Management, please don't hesitate to contact us by phone at (562) 865-5050 or by email at jason@purewm.com.
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