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How does the advisor help clients – Key Takeaways:
Pursuit Wealth Management is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning. Their team of experienced financial advisors provide expert guidance and solutions tailored to each client’s unique situation.
Here are some key takeaways on how Pursuit Wealth Management helps their clients:
- Personalized financial planning based on each client’s specific needs and goals.
- Comprehensive solutions that encompass all aspects of financial management, including investments, retirement planning, tax planning, insurance, and more.
- A team approach that leverages the expertise of multiple advisors to provide well-rounded and knowledgeable advice.
- A commitment to ongoing education and staying abreast of industry trends and changes in markets to ensure clients receive the most up-to-date advice.
Facts and Insights
Pursuit Wealth Management has a strong track record of success and has been providing top-notch financial services for over 20 years. Below are some key insights and facts about their business:
- Over $2 billion in assets under management.
- A team of 50+ advisors with diverse backgrounds and specialties to meet the needs of a wide range of clients.
- Founded in 2000, Pursuit Wealth Management has been helping clients navigate the ever-changing financial landscape for over two decades.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion+ | 50+ | Over 20 years |
Financial Services Offered
Pursuit Wealth Management offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Solutions
- Education Planning
- Wealth Transfer
- And more
Client Types
Pursuit Wealth Management works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Small business owners
- Couples
- And more
Fees & Compensation
Pursuit Wealth Management is committed to transparency and does not charge any hidden fees. They offer a fee-only approach, meaning they do not receive commissions or compensation from any third-party products. This ensures that their recommendations are fully aligned with their clients’ best interests.
Fees are typically based on a percentage of assets under management, and are subject to vary depending on the complexity of a client’s financial situation.
Background
Pursuit Wealth Management was founded in 2000 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. Their team has grown to include over 50 advisors, each with their own unique expertise and approach to financial management.
Their success and commitment to their clients has earned them numerous accolades and recognition in the industry, including being named one of the Top RIA Firms by Financial Advisor magazine.
Financial Advisor Disclosures to Know
As a financial advisor, Pursuit Wealth Management is held to high ethical and professional standards. They are required to disclose any potential conflicts of interest and to always act in their clients’ best interests. Below are some important disclosures to be aware of:
- Pursuit Wealth Management is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in the best interest of their clients at all times.