Helping Executives, Business Owners, Women, and Families make Smart Financial Decisions
To Manage, Grow, and Keep Their Wealth
Financial Decisions Can Feel Overwhelming
Do you worry about having enough to retire?
Do you feel anxious about not having a plan?
Are you unclear as to where to start?
At Pursuit Wealth Strategies
We Can Help…
Provide the clarity you need to retire well.
Partner with you to ensure your financial legacy follows your plan.
Simplify your financial plan to make informed decisions.
Life First, Money Second
Your life and goals are unique. There is not one single financial plan that applies to everyone. We believe in helping you identify your unique goals and then building a customized plan that strives for your success. We place the value on your life first and then figure out the investments and strategies that best align with your goals. We believe that life comes first, money second.
“We try to pursue excellence in everything we do for our clients.”
—Kelsey Plummer
Our Advisory Process
We Learn
It starts with a conversation
to understand your needs, fears, and goals.
We Design
We work with you to develop a strategy to address your unique needs.
We Adjust
We know life changes, so we review your plan and make changes as needed.
We Implement
Together we put the
plan into action.
How We Help
Business ownership, succession planning, and transitions
Strategies for corporate executives
Navigating life transitions
“Sudden Money” needs
Intergenerational wealth transfer
Pursuit Wealth Strategies was named on the 2024 Forbes Best-in-State Top Wealth Management Teams list*. Also, congratulations to Pamela Rigsby for being named to the Forbes America Top Women Wealth Advisors Best-In-State 2024** and the Forbes Top Wealth Advisors Best-In-State 2024*** list.
Kind Words From Clients
The above testimonials were made by current clients and are offered for informational purposes only. No client was compensated for sharing his or her opinion. A client’s description of his or her experience with Pursuit Wealth Strategies may not be representative of any other person’s experience with the firm.
Key questions to consider
before retiring
Download our Complimentary PDF Below
“Working Mother’s Top Wealth Advisor, 2019, 2020 & 2021”****
“Leaders Council, 2015-2023”*****
*The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Pursuit Wealth Management nor any of its Financial Advisors pay a fee in exchange for this award/rating. Licensing rights paid for use of the Forbes award logo. Pursuit Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
** The Forbes ranking of America's Top Women Best-In-State Wealth Advisors , developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Pursuit Wealth Management nor any of its Financial Advisors pay a fee in exchange for this award/rating. Licensing rights paid for use of the Forbes award logo. Pursuit Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.
*** The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Pursuit Wealth Management nor any of its Financial Advisors pay a fee in exchange for obtaining this award/rating. Licensing rights paid for use of the Forbes award logo. Pursuit Wealth Management is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
****Working Mother's Top Wealth Adviser, SHOOKTM Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based from 03/31/2020 to 03/31/2021, and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Pursuit Wealth Management is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Pursuit Wealth Management nor any of its Financial Advisors pay a fee in exchange for this award/rating. For more information see www.shookresearch.com
*****Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
Won. Neither Pursuit Wealth Management nor any of its advisors pay a fee in exchange for this award. Licensing rights paid for use of the Forbes award logo. More: https://bit.ly/4a7VisT. Please see https://bit.ly/40mwRVe for more info.