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.

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Every financial journey is unique. Let's start with a conversation.

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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.

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$500MM

Combined assets under management

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…

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Corporate 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,…

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Business 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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Who We Serve

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.

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Investment Management

Personalized investment strategies based on your objectives, time horizon, risk tolerance, and income needs—kept aligned with your broader financial plan.

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Tax 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.

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Risk Management

A well-crafted financial plan considers both expected and unexpected events and provides strategies to help protect your financial future.

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Estate Planning

An effective estate plan brings together even the most complex financial considerations—wealth transfer, incapacity planning, charitable giving, and family legacy objectives.

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Family 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.