Pursuit Wealth Management

Pursuit Wealth Management provides continuous investment management services for individuals, corporations, trusts, and estates. Operating independently, Pursuit Wealth Management builds custom portfolios using cash, bonds, stocks, mutual funds, exchange-traded funds, and other securities to match each client's specific goals and risk tolerance. The firm manages assets on a discretionary basis, meaning they make trades on your behalf without needing approval for every transaction. Pursuit Wealth Management also works with outside referral advisors who help coordinate client relationships and provide initial suitability reviews. The firm operates under a fiduciary standard, meaning they are legally required to act in your best interest.