At Purus Wealth Management, we put our clients first. Pure in our intent and clear in our actions, we’re focused on helping you manage your wealth and achieve your life goals. Our open and friendly team of experienced, knowledgeable individuals goes above and beyond to provide personalized attention and exceptional client service.
Our mission. Our overarching mission is to help you manage, protect and grow your wealth—no matter how big or small.
We’re experienced. We have an experienced team of investment advisors, led by managing partners with an average tenure of more than 25 years in the industry.
You can count on us. Our advice and knowledge can help guide you through a wide range of financial matters—no matter how complex.
We focus on your future. We stress the importance of careful planning and starting the dialogue about finances in advance with your successors. To ensure the success of your legacy, we help you educate and involve your heirs, or anyone else you care about, early in the financial process.
We’re here for you. We’re committed to making life better for the people we serve. Our business has a family feel, reflecting the value we place on providing personalized attention and exceptional service. We know we’ve been successful if we can free up a little more of your time every day to help make your life just a little simpler.
We offer a comprehensive range of financial services to address the complexities of life. Whether planning for a child’s education, buying a first home or reviewing retirement scenarios, we have the experience and resources to construct clear solutions to financial challenges big and small.
- Asset Management
- Financial Planning
- Tax Planning
- Estate Planning
- Mutual Funds
- Alternative Investments
- Tax-Advantaged Investments
- Wealth Transfer
- Education Planning
- Retirement Planning
- Pension Consulting
- Risk Management
- Insurance Planning
- Seminars And Workshops
WE PROVIDE A WIDE RANGE OF INVESTMENT OPTIONS.
- Competitive commissions for online equity trades
- Monthly, quarterly and/or year-end reporting
- Online account access to real-time positions, transactions, quotes and market news
- Convenient account access through a specialized team of service representatives for administration and technical support
- Client asset segregation according to federal securities laws; SIPC and excess SIPC coverage through Lloyd’s of London and other London insurers
- Electronic delivery of client statements, trade confirmations, 1099 reports and shareholder materials
- Access to Schwab Bank offering exclusive banking products, including debit cards where all ATM fees are reimbursed at any ATM
- Schwab Mobile App, which provides capabilities for clients to utilize iPhone, iPad, Android and Kindle devices to quickly access account information, research and mobile deposit of checks
Mark C. Larsen, CFP®, CMFC®
CEO/Founding PrincipalMark is a founding principal, Managing Director and Chief Executive Officer of Purus Wealth Management. Over the course of nearly three decades in the financial services industry, Mark has developed a passion for helping individuals and their families manage their wealth and achieve their financial goals—and, as a result, their life’s ambitions. With an enthusiasm for and belief in the financial and investment planning process, Mark has an uncanny ability to zero in on—and deliver—solutions crafted specifically for each client. Mark’s career in the financial services industry began in 1987—over 28 years ago—when he joined Waddell & Reed, Inc. as a Financial Advisor. At Waddell & Reed, Mark also served in various leadership and management roles until co-founding Purus Wealth Management in 2015. Mark serves as the President of the Board of Directors for Community Services Programs. This non-profit organization provides services to victims of crimes and strives to divert at-risk youth from the juvenile justice system. Phone: 949.356.6336 Fax: 949.356.6331 E-mail: firstname.lastname@example.org
CCO/Managing Director/Founding PrincipalBonnie is a founding principal, Managing Director and Chief Compliance Officer of Purus Wealth Management. She has extensive experience in business and operational management. Prior to co-founding Purus in 2015, Bonnie was an Advisor Associate and Financial Advisor at Waddell & Reed, Inc. for over nine years. The breadth of Bonnie’s operations experience also includes over 10 years with Arrow Electronics, a global semiconductor provider. During her tenure at Arrow Electronics, she served in the capacity of Marketing Director, Corporate Supplier Manager and Manager of Information Technology. Bonnie earned a bachelor’s degree in business administration from the University of Phoenix. She also studied computer science at the California Polytechnic University, Pomona, and completed the CIO Leadership Skills course at the University of Michigan. Phone: 949.356.6339 Fax: 949.356.6331 E-mail: email@example.com
John D. Morreale, CFP®, CMFC®
Investment Advisor/Founding PrincipalJohn is a founding principal and Investment Advisor Purus Wealth Management. John has over two decades of experience as a licensed financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Mutual Fund Counselor (CMFC). Prior to co-founding Purus Wealth Management in 2015, John was a financial advisor with Waddell & Reed, Inc. for over 23 years. At Waddell & Reed, he was consistently ranked among the most successful and respected advisors in the company. John takes pride in his ability to coordinate with clients and other professionals, including CPAs, trust attorneys and insurance specialists. His cohesive approach helps not only his clients to achieve successful financial outcomes but also generations to come. John graduated from California State University, San Diego, with a bachelor’s degree in business with an emphasis in finance. He and his wonderful wife are the proud parents of three beautiful children. Phone: 949.356.6332 Fax: 949.356.6331 E-mail: firstname.lastname@example.org
Laurel Mann, CFP®, CMFC®
Wealth ManagerLaurel Mann, CFP®, CMFC is a Wealth Manager with Purus Wealth Management. With over 25 years in the financial services industry, she applies her background, experience and passion to help her clients achieve their financial goals. Laurel truly believes that informed decisions today improve the likelihood of success tomorrow. Prior to joining Purus Wealth Management, Laurel worked as a Financial Advisor with Waddell & Reed for 15 years. She also gained essential skills and experience during her tenure with Merrill Lynch, PIMCO, and Deloitte. Laurel has her degree in Economics, with an emphasis in Accounting, from the University of California, Santa Barbara. Laurel also maintains her CPA license (inactive status). Laurel enjoys staying very active in many community service and non-profit organizations such as the Association for Corporate Growth, Professional Women United, and the Crohn’s & Colitis Foundation of America. She has also served on several boards and committees for organizations like these. On weekends, you will find Laurel golfing, traveling, wine tasting, and spending time with family and friends. Phone: 949.356.6340 Fax: 949.356.6331 E-mail: LaurelMann@puruswm.com
Laura E. Sillen, AIF®
Investment Advisor/Founding PrincipalLaura is a founding principal and Investment Advisor at Purus Wealth Management. Her career in the financial services industry began in 2005, and since then, she has developed a strong foundation in client care and support. Laura applies her background, knowledge and experience to construct an open and honest line of communication between herself and her clients, which she feels is key to a successful client-advisor relationship. This collaboration allows her to build personalized investment strategies that are grounded in long term fundamentals with adjustments for today’s markets. Laura is committed to helping her clients reach their personal and financial goals and objectives. Prior to co-founding Purus Wealth Management in 2015, Laura worked for Waddell & Reed, Inc. for 10 years as a Financial Advisor and an Advisor Associate. Laura holds a bachelor’s degree in consumer affairs from California State University, Long Beach. Laura is also an Accredited Investment Fiduciary, AIF®. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Phone: 949.356.6334 Fax: 949.356.6331 E-mail: email@example.com
Lauren A. Rivera
Relationship ManagerLauren became a licensed associate upon discovering that the financial services industry offered an environment in which she could help others on a daily basis. With a passion for people and a strong analytical ability, Lauren works with clients to strengthen their confidence in and increase their awareness of their financial futures, while providing superior service. Prior to joining Purus Wealth Management in 2015, Lauren worked for Waddell & Reed, Inc. for eight years, most recently as Advisor Associate. Lauren received a bachelor’s degree in English with a minor in Spanish from the University of California, Irvine. Phone: 949.356.6335 Fax: 949.356.6331 E-mail: firstname.lastname@example.org
Tiffany W. Nekritz
Relationship ManagerAs a Relationship Manager, Tiffany supports a team of highly experienced investment advisors in all aspects of the business. With her passion for marketing and technology, Tiffany is part of the backbone of Purus Wealth Management. Tiffany joined Purus Wealth Management in 2015. Her interest in the financial industry began while attending California State University, Fullerton. After graduating in 2004 with a bachelor’s degree in finance, she began working at Washington Mutual, gaining knowledge and experience in the industry. Tiffany also continues to focus on building her amazing family of five. Phone: 949.356.6337 Fax: 949.356.6331 E-mail: email@example.com
Operations SpecialistAs an Operations Specialist, Shilpa applies her broad background and knowledge in order to improve processes and increase efficiencies. With her passion for analytics and process improvement, she focuses on assisting the entire staff in order to provide the highest level of service for all clients. A recent transplant from New York City, Shilpa earned her Bachelor of Arts degree at Fordham University. With 10 years of experience in the financial services industry and 3 years in the non-profit sector, Shilpa continues learning and growing by constantly diversifying her skillset and knowledge base. She is currently on the board of a non-profit in her home town of Staten Island, New York and volunteers for a social entrepreneurial startup based out of San Diego that is focused on providing opportunities for emancipated foster youth. Phone: 949.354.5450 Fax: 949.356.6331 E-mail: firstname.lastname@example.org