RETHINK WEALTH. LIVE MORE OF WHAT MATTERS.
It’s not how much you have, but how well you live what matters most.
We coach families to identify and pursue their desired lifestyle, with the goal of not outliving their money, or dying with too much.
It starts with a Better Conversation
What Makes Purple Wealth Different?
We don’t start with your money. We start with your life. We start with Better Conversations.
The idea for Purple Wealth was born over 20 years ago, when my kids were toddlers and I was working at one of the world’s largest investment firms. My company wanted me to talk about markets, interest rates, and investments but those weren’t the real challenges I was facing personally.
At home, my wife and I were wrestling with competing priorities: raising kids, deciding if she could stay home, wanting a bigger house, a new boat, saving for retirement, paying for college, even helping our parents. What I needed wasn’t stock tips I needed guidance on how to balance my money with my life. But my firm had nothing to offer.
That’s when the idea struck me. I saw money and technical planning as “red” investments, insurance, taxes, wills. And I saw the things that truly matter as “blue” family, dreams, hobbies, values. The real challenge is blending the two, because red + blue = purple.
Purple Wealth was created to help people find their own “purple” aligning money with what matters most, making wise trade-offs, and living their best life now and in the future.
-Eric Lee
Money & Values
Our Better Conversations Approach helps you clarify what truly matters and build a life, and plan, around it.
Organize & Simplify
Because financial confidence starts with feeling like you’re in control again.
Money = Feelings
Emotions are behind almost every financial decision. We make space for them.
The Advisor Who Left the
Old Way Behind
Eric Lee spent years in traditional financial services. He saw how the industry was helping people invest their money but wasn’t helping them make great choices in the way they live their financial lives.
So, he built something different.
Eric realized that in the stillness of everyday life, only two questions seem to echo for everyone he’s met:
“Am I Okay?”
“Can I truly live the life I want?”
We all ask them, whether it’s in the mirror or staring at the ceiling at night. And those questions are far more than just investing. They are more than just financial planning. They are about helping you understand what you want your life to be like, while seeking to have the resources to live it, and then working toward making sure you’re safeguarded from life’s surprises.
Eric founded Purple Wealth to help people stop chasing and start choosing. Achieving Purple Wealth is about helping people move forward, not just accumulate money.
“Most people don’t want a financial plan.
What they want is to feel good about money.”
Start With A Clarity Call
Talk to us. Ask questions. Share what feels off.
Sort What Matters
Use the Better Conversations Cards to uncover your top 5 values.
Design Your Experience
Build a flexible plan based on those values.
Track Progress by Feel,
Not Just Numbers
Review how life is improving, not just how markets perform.
