
Your Personal Pursuit of Happiness
The Pursuit of Happinessis the Purpose of Life Call Today! (561) 437-4770

Financial
Planning
Planning for retirement, education, charity, and risk.

Business
Services
Preparing for your business’ transition.

Investment
Management
Custom models, with a variety of different investments.
Our new Pursuit Wealth Management Website is Coming, but you can still
Contact Us below or Call Today! (561) 437-4770.

Pursuit Wealth Management
personal pursuit
of happiness.
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.
Phone number
PURSUIT WEALTH MANAGEMENT, LLLP
Attention: Chief Compliance Officer
4500 PGA Blvd, Suite 304A
Palm Beach Gardens, FL 33418