Purpose Wealth is a financial planning and investment advice firm founded by Sanay Patel. It helps busy parents and families make informed financial decisions, build wealth, and create more time for what matters in their lives. The firm’s approach balances preparation for the future with the realities of family life today, focusing not only on net worth but also on clients’ ability to live well along the way.

Purpose Wealth offers guidance across financial planning and investing, helping clients assess whether they are on track and make confident decisions. Client feedback also highlights support with taxes, investments, children’s credit, and broader financial goals. The firm is intentionally small, working with fewer families to provide more personal attention. Its stated pricing model is a single, all-inclusive annual flat fee, rather than a percentage of assets or commissions. Purpose Wealth emphasizes a collaborative relationship, noting that the founder’s family invests in the same funds as clients.