Trouble
By Eric Parnell “Trouble, Trouble, trouble, trouble, trouble, Trouble been doggin’ my soul Since the day I was…
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Welcome to Pursuit Wealth Management
Creating clarity and confidence in your financial lives
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.
Who We Are
At Pursuit Wealth Management, we believe financial planning should bring clarity, confidence, and direction to your financial life.
As an independent fiduciary wealth management firm based in Woodbury, Minnesota, we provide objective advice tailored to your goals and best interests. Our independence allows us to focus on the strategies and solutions that fit your unique situation, without being tied to proprietary products or one-size-fits-all recommendations.
More About Us$500MM
Combined assets under management
#1
RIA Channel®’s List of Top 100 Wealth Managers
Fiduciary
Advice based solely on your best interest
Who We Serve
Personalized planning for the life you’re building
While every client is different, we frequently work with the following groups:
Pre-Retirees & Retirees
Retirement planning is about more than just saving for the future. It requires a coordinated strategy that addresses retirement income, taxes, investment management, healthcare costs, Social Security, estate…
Learn MoreCorporate Employees
Many corporate professionals receive valuable benefits that can significantly impact their long-term financial success. However, navigating stock options, restricted stock units (RSUs), pension benefits, 401(k) plans, deferred compensation,…
Learn MoreBusiness Owners
Business owners face unique financial planning challenges because personal and business finances are often closely connected. As a company grows, owners frequently find themselves managing financial decisions, employee…
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What We Do
Comprehensive financial planning for every stage of life
Financial planning is about more than investments. It requires a thoughtful strategy that considers every aspect of your financial life and how each decision impacts your long-term goals.
Retirement Planning
Retirement is a major financial transition that involves high-stakes and often irreversible decisions. A clear roadmap with defined milestones helps ensure you’re informed, prepared, and confident.
Learn MoreInvestment Management
Personalized investment strategies based on your objectives, time horizon, risk tolerance, and income needs—kept aligned with your broader financial plan.
Learn MoreTax Reduction Strategies
Proactive tax planning, retirement income strategies, Roth conversions, charitable giving, and investment decisions designed to help more of your wealth stay working toward your goals.
Learn MoreRisk Management
A well-crafted financial plan considers both expected and unexpected events and provides strategies to help protect your financial future.
Learn MoreEstate Planning
An effective estate plan brings together even the most complex financial considerations—wealth transfer, incapacity planning, charitable giving, and family legacy objectives.
Learn MoreFamily Governance
Building wealth is only part of the journey. Ensuring future generations are prepared to steward that wealth is equally important.
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Our Process
A Collaborative Approach to Financial Planning
Financial planning is not a one-time event—it’s an ongoing process. At Pursuit Wealth Management, we believe the best financial decisions are made through thoughtful planning, education, and a trusted long-term relationship.
See How It Works
01
Introductory Meeting
02
Exploration & Discovery
03
Detailed Planning & Recommendations
04
Ongoing Guidance & Advice
Our Team
Meet the people behind the plan
Our team combines expertise in financial planning, investment management, market research, operations, and client service to provide a thoughtful and personalized experience for every client. Learn more about the Pursuit Wealth Management team by clicking on their bio below.
Insights
Economic & Market Reports
Timely analysis and thought leadership to help you stay informed.
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