# PUREfi Wealth

PUREfi Wealth is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** 10 Post Office Square, Suite 710, Boston, MA 02109, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** purefiwealth.com
- **LinkedIn:** https://www.linkedin.com/company/purefi-wealth

## Regulatory record

- **CRD number:** 328459
- **SEC file number:** 801-128976
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328459

## About

PUREfi Wealth was formed in Boston in 2023 by Paul M. Simons, an executive with over three decades in private banking, wealth management, and financial technology. The firm operates as a boutique registered investment advisor serving individuals, families, and businesses. Its website emphasizes a fiduciary standard and an independence that it contrasts with the bureaucracy of large global institutions. Instead of building proprietary infrastructure, PUREfi relies on Dynasty Financial Partners — a WealthTech platform that has launched over 55 RIAs and services more than $100 billion in client assets. The arrangement lets PUREfi advisors use an open-architecture planning and investment system. Geographic focus is not publicly broken out beyond its Boston headquarters, but the firm solicits clients nationally via its website. PUREfi’s about page lists nine in-house professionals — including Partners Sandy Galuppo, Timothy R. Jones, Bill Nichols, and Chris Roy — alongside six personnel from Dynasty who serve in investment, banking, and relationship roles. The hybrid team structure is unusual; Dynasty staff are presented as part of the firm’s leadership, blurring the line between the RIA and its platform partner. No AUM or total deployment figure is disclosed. Structurally, PUREfi is an independent RIA that overtly ties its brand to Dynasty Financial’s shared-services model. That relationship supplies capital-markets access and investment-operations staffing that a nine-person firm would not normally support internally, creating a leverage pattern more common among breakaway wirehouse teams than among de novo wealth managers.

## People

- Paul M. Simons — Founder & CEO
- Sandy Galuppo — Partner, Senior Wealth Advisor
- Timothy R. Jones — Partner, Senior Wealth Advisor
- Bill Nichols — Partner, Relationship Manager
- Chris Roy — Partner, Relationship Manager
- George Ferrel — Wealth Advisor
- Charlie Corkery, CFP® — Wealth Advisor, CAO & CCO
- Nicole Buckman — Client Service Manager
- Amelya Redman — Client Associate, Marketing and Social Media Manager
- Bob Shea — CIO | Dynasty Financial Partners
- Justin Weinkle — CFO | Dynasty Financial Partners
- Katie Tyrrell — Vice President, Relationship Management | Dynasty Financial Partners
- Harris Baltch — Investment Banking & Capital Markets | Dynasty Financial Partners
- Sam Anderson — Managing Director, Co-Head of Investment Banking | Dynasty Financial Partners
- Jaycee Kertzman, CFA — Director, Investments | Dynasty Financial Partners
- Pat Nerny — Director, Investments | Dynasty Financial Partners

## Related profiles

- [Punja Global Ventures](https://altss.com/profile/punja-global-ventures)
- [Pure Group](https://altss.com/profile/pure-group)

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Last updated: 2026-08-11T02:43:31.692Z

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