Creating clarity and confidence
in your financial lives
Pursuit Wealth Management
Being an independent advisory practice allows us to focus on finding the best resources for each situation.
Planning is a collaborative process, not an isolated event. Our business is built on a foundation of thoughtful long-term client relationships. We believe clients are best served by a fiduciary for their planning who provides advise based solely on the client’s best interest.
Each client deserves a comprehensive plan that integrates all the facets of their financial picture. Solutions to complex issues must be simple, actionable and designed with the goal in mind.
Our Team
Our Services
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service.
Asset Management
Our asset management process goes beyond security selection by considering tax efficiency, illiquid investments, asset preservation, debt analysis, and cash flow.
Tax Planning
Taxes are often an afterthought but have a significant impact on virtually every aspect of your financial household. Proactive planning means that we’re carefully watching what may easily be your biggest expense.
Risk Management
Safeguarding you against all the ‘what ifs’ in life means considering what happens if the worst, or best, comes your way. A well-crafted plan highlights the possible but is flexible enough to mitigate the improbable.
Estate Planning
An effective estate plan ties together even the most complex financial scenarios. This means considering matters of both life and death that may involve incapacity, gifting, and charitable giving in addition to wealth transfer.
Family Governance
The people in charge of executing your plans are just as important as managing the wealth you have created. Clearly communicating your vision to financial professionals and loved ones will help to ensure that everyone remains on the same page for generations to come.
Retirement Planning
Retirement is a major financial transition that involves high stakes and irrevocable decisions. A clear roadmap with defined milestones means you’ll be informed and ready when the next phase of life arrives.Our Engagements
Who We Serve
- Pre-Retirees and Retired - Preparing for retirement includes many factors such as longevity, spending strategy, tax, inflation, portfolio managment, healthcare, estate planning and many more. We help clients gain clarity and confidence in their planning by taking a comprehensive approach and provide education on the various topics and strategies. We start by understanding your goals during the next chapter of life and then create a retirement plan that includes all of your resources. We'll spend time on each resource to ensure it fits into the overall comprehensive plan.
- Corporate Employees - Our clients work for Fortune 500 companies such as 3M, Boston Scientific, Target, United Healthcare, Medtronic and many others. Each year, they face a number of decisions regarding their company stock options, restricted stock units, pension benefits, retirement accounts and benefits. Our goal is to simplify the process and maximize our client's compensation packages to ensure they are as effective as possible.
- Business Owners - Business owners face a unique opportunity as personal and business financials are often intertwined. Our clients also find that they reach a point where they're spending their time working as the CFO and head of HR, rather than concentrating on growing the business. We can help differentiate the business and personal planning, while understanding that they may often coincide to help you reach your goals.
Types of Engagements
- Proactive Wealth Management - With a proactive investment management arrangement, clients are looking for comprehensive planning and customized investment strategy provided by financial professionals. This results in an ongoing an proactive approach to planning. We charge a transparent percentage fee for the investments we directly manage, as part of our comprehensive financial planning. This often starts with $250,000 - $500,000 of manageable assets.
- Plan/Hourly Based Consulting - We will help understand your planning goals and create a strategy that you can implement. Fees are based on the complexity and situation, based on time. This engagement is ideal for people just starting their planning journey or ones that prefer to handle their own investments, but want the guidance from a certified financial planner. Plans often range from $2,500 to $5,000.
Our Process
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish what each of our expectations are and establish whether an ongoing relationship is a good fit. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Exploration Phase
Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session we begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. This phase is essential to developing a customized, comprehensive plan.
Detailed Planning
Ongoing Aid & Advice
As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your priorities and goals will inevitably shift through time which is why we are here to proactively update and evolve your financial plan.
Insights
