Pure Wealth Partners is a wealth management firm in McMinnville, TN, located at 1511 Sparta St. It holds a rating of 4.00 based on customer reviews. The firm provides personalized financial planning, investment management, and insurance solutions for individuals and businesses. Services include life, disability, and long-term care insurance, as well as individualized solutions for group retirement plans such as 401(k)s, 403(b)s, 457(b)s, and pensions.
The team works with clients to create strategies for goals like retirement, education funding, and wealth preservation. Advisors collaborate with clients' CPAs and attorneys to coordinate financial roadmaps. The office operates by appointment only, with staff available via telephone and email. Clients can also schedule meetings at their homes or businesses, including early or late hours.
Advisory partners include CK Cayce, who holds AAMS, CPFA, CRPC, and CRPS credentials, and Dan Sellers, who holds CPFA and CRPS credentials. Amanda Leonardo serves as an insurance advisor and branch operations manager.
The office is situated on Sparta Street, just a short walk from Saint Thomas River Park Hospital and Bobby Ray Memorial Parkway.
BizScoreAI gives Pure Wealth Partners a performance score of 96 out of 100, which reflects fast website loading that keeps visitors engaged and supports search engine rankings. The firm also earns a discoverability score of 75 out of 100, ensuring AI crawlers can access all pages so the business can be recommended by AI assistants.
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