Our Process
We help you overcome the complexities of managing your financial health
Building a Relationship
Before we start talking money, we want to learn more about you. We invite you to join us at the Purewater Capital offices for a commitment-free consultation. No note-pads, no financial statements, no BS. This is our “first date” where we learn more about each other.
Demonstrating Our Expertise
We’ll guide you through our fee-based planning process, explain our approach to investment management, and showcase our value proposition. It’s important that all decision-makers are present to ensure alignment at every stage. After the meeting, you can decide if Purewater Capital is right for you.
Having a Crucial Conversation
This is where your financial roadmap takes shape. We’ll show you our dynamic model and help you visualize your current and future financial health. We’ll discuss your goals, risk tolerance, and “what if” scenarios to provide a realistic glimpse into your future.
Our Philosophy
We believe that managing your finances shouldn’t be a burden—it should be a pleasure. We pride ourselves on our ability to offer you a wide range of personalized services that can help you navigate the complexities of modern finance, giving you more time to focus on what matters most to you.
Our team is comprised of experienced leaders who are eager to help you plan for your future and ensure that your assets are aligned with your goals and risk. You’ll work closely with one of our dedicated strategist as we create a tailored experience just for you based on your financial needs and goals.
We are an exclusive team of experts who specialize in helping you manage every aspect of your financial life. And we do it all with security, discretion, and trust at our core.
Our Team
M. Austin Berry
Partner, Wealth Strategist
Austin Berry is the Founder and Head of Operations of Purewater Capital. Believing that a boutique firm, rather than a global investment conglomerate was best for his clients…
Corey F. Scott
Partner, Investments
Corey Scott is the Head of Investments at Purewater Capital. He oversees all portfolio analysis, construction, and management of the firm’s assets. His focus extends…
Timothy O. Hatcher
Partner, Planning Strategist
Timothy Hatcher oversees the financial planning arm of the firm as well as all client development activities. Additionally, Timothy has extensive experience with 401k’s including plan …
Kelly Atkinson
Partner, Operations
Kelly Atkinson is the Operations Manager of Purewater Capital. She helps oversee the day-to-day administrative operations, including personnel and client-related matters…
Betsy Beaman
Director, Branding
Betsy Beaman is the Client Engagement and Branding Director at Purewater Capital. She oversees and analyzes all areas of marketing, firm branding, and client experience…
Connect with us.
Purewater Capital, LLC is a registered investment adviser in the state of Texas. This site is published for residents of the united states only. Investment advisor representatives of Purewater Capital, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.
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2625 Whitmore St., Unit 121, Fort Worth, TX 76107 | (817) 416.8680
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