Financial Planning


Everything starts
with a plan.

Founding Father Benjamin Franklin is often credited with saying

If you fail to plan,
you are planning to fail.

We at Pursuit Wealth Management believe in the importance of planning. Our clients are managing work, caring for children (and sometimes parents), running households, and much more.

While most of their attention should be on managing their current affairs, someone needs to keep an eye on the future to make sure the family succeeds long term.

We work with you to craft a financial plan, ensuring we never lose sight of your future goals.

It’s our job to help guide you through life’s many phases. Delivering advice that’s tailored to your unique set of circumstances requires an intimate understanding of the things that drive you.

At Pursuit Wealth Management, we believe in the importance of starting with meaningful conversations.

A financial plan is a powerful tool that helps us identify, document and forecast your needs and life goals. It allows us to be more purposeful in the way we help you prepare for the future. Most importantly, it allows us to look beyond your investments and deliver solutions for the challenges you face today and your concerns for the future.

Retirement Planning

We keep the eye on your future so you can focus on today.

Education Planning

Plan for your child’s or grandchild’s education.

Charitable Planning

Incorporating your philanthropic wishes into your financial plan.

Risk Mitigation

We help you hedge against  negative outcomes by managing your risk.

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client.

Pursuit Wealth Management will act
solely in our capacity as a registered investment adviser and does not provide any
legal, accounting or tax advice. You should seek the counsel of a qualified
accountant and/or attorney when necessary.