Planning for retirement, education, charity, and risk.
Preparing for your business’ transition.
Custom models, with a variety of different investments.
Pursuit Wealth Management
We started Pursuit Wealth Management to bring the focus back onto servicing clients. It seemed only the elite wealthy could receive personalized services, and everyone else had to settle for generic access without individualized attention.
Most of the small business owners and high-income earners were being left out and underserved.
Our purpose has always been to help this group accomplish their goals in life.
This differentiated focus is why we left the major banks and brokerage houses.
Instead of focusing on people that are already billionaires, we dedicate our time and resources to helping our clients down the road of building their wealth and enjoying the fruits of their labor.
We call this journey the personal pursuit of happiness.