Niko Puritz, CFP®

• 
  (833) 944-4695

Wealth Advisor

Niko Puritz, CFP^® is a Wealth Advisor at Ascentis Family Wealth, a Member of Advisory Services Network, LLC, where he serves ultra-high-net-worth individuals and business owners with complex financial planning needs.

Niko focuses on comprehensive planning strategies, including cash flow planning, estate planning, risk management, and tax-efficient investment planning, helping clients align their wealth with long-term objectives and legacy goals.

He joined Ascentis Family Wealth in January 2026 after advising clients at Veracity Capital and spending six years with Fidelity Investments, bringing more than seven years of industry experience to the firm.

Niko earned an MBA from Lynn University and is a CERTIFIED FINANCIAL PLANNER^® professional.

Outside of the office, he enjoys playing and recording music, exploring new places with his dog Riley, and is passionate about philanthropy and advancing cancer research.

 

Advisory services offered through Ascentis Family Wealth, a Member of Advisory Services Network, LLC, a registered investment advisor.

Ascentis Wealth Management and Advisory Services Network, LLC are separate and unrelated entities.