Managing Director of MKT Wealth Management Andy Purmort brings over two decades of experience in the financial services industry. With a client-focused approach, Andy specializes in helping clients manage retirement, avoid unnecessary taxes, protect wealth, transition from "success to significance," and create lasting legacies for future generations. His goal is to instill confidence in his clients, ensuring they feel secure about their financial planning and future.
Andy's background is uniquely diverse for a financial advisor. His extensive experience as a business owner and founder of a publicly traded company gives him a distinctive perspective on investment analysis and client needs. In 1985, he co-founded American Toxxic Control (later known as U.S. Filter Corporation, NYSE: USF), a global leader in the water filtration industry. He later served as President of Viking Water Systems, Inc., designing and constructing water treatment and bottling plants worldwide.
Prior to joining MKT Wealth Management, Andy founded and led The Purmort Group, where he honed his expertise in financial planning and wealth management for high-net-worth clients. His experience includes roles as a partner at a private equity investment banking firm and as a Financial Advisor with EHG Financial Planning Services and Sagemark Consulting.
In his current role as Managing Director at MKT Wealth Management, Andy continues serving his long-standing clients while welcoming new relationships. He brings his wealth of experience and client-centric approach to the MKT team, enhancing the firm's ability to provide comprehensive wealth management solutions.
A native of Southern California, Andy's family and community values are deeply ingrained in his personal and professional life. His respect and integrity towards his clients have become cornerstones of his practice, where clients are treated like family and handled with the utmost care.
When not in the office, Andy enjoys spending time with his wife, Johanna, their two adult children, Eric and Paige, and their granddaughter, Charlotte. An avid sports enthusiast, Andy dedicates most of his free time to ocean sports, embracing the active lifestyle that Southern California offers.
Andy's passion for finance, unique business background, and commitment to client success make him an invaluable asset to the MKT Wealth Management team and the clients they serve.
California Insurance License #0D40275
Securities Series 7, 63