Purposeful Strategic Partners

Overview

Purposeful Strategic Partners is a small, independent registered investment adviser organized as a sole proprietorship that serves individual and family clients. The firm operates as a capital allocator, providing financial planning and discretionary portfolio management alongside advisory services such as selecting third‑party advisers, publishing client‑facing material, and running educational seminars. Fee arrangements include a percentage of assets under management as well as hourly and fixed fees, giving flexibility for both continuing advisory relationships and one‑off planning work. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser. Investment activity is focused on constructing client portfolios primarily through pooled public funds and mutual funds, supplemented by access to annuities and externally managed real‑estate strategies. The adviser emphasizes manager selection and use of outside managers for alternative exposure rather than building in‑house private assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices