Meet the professionals who can help you Pursue Your Goals

 

We guide individuals and families toward their ideal retirements.

 

Meet the Team

Purpetual Wealth Management, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

jim-jones

Jim Jones Managing Partner/Financial Consultant

Jim Jones’ experience is extensive, and so is the long list of investment opportunities and options he offers clients.

Jim focuses much of his time and attention on selecting alternative and private equity investment opportunities. His research and due diligence identify best of class, non-market correlated investments geared toward generating consistent reliable income. Jim’s clients have come to trust him for his knowledge, integrity, caring approach and attention to detail.

Jim wants people to attain their dreams of retirement, and that includes income planning to help ensure retirement goals are met. He is nationally recognized and licensed in multiple states.

Jim and his wife live in New Albany, Indiana. He graduated from the University of Louisville with a degree in business administration. Jim is a member of multiple associations and organizations, including the Better Business Bureau and the Financial Planning Association.

Kerwin Kelley

Investment Advisor/Registered Representative

Fred Brockman

Investment Advisor Representative

Pam Ruhe

Chief of Operations

Ready to take the next step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 833.556.0602.