Helping Executives, Business Owners, Women, and Families make Smart Financial Decisions

To Manage, Grow, and Keep Their Wealth

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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…

  1. Provide the clarity you need to retire well.

  2. Partner with you to ensure your financial legacy follows your plan.

  3. Simplify your financial plan to make informed decisions.

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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.”

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—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.

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A woman with shoulder-length blonde hair smiling and talking to another woman with braided hair in an office setting. A blackboard sign on the wall next to them states they are part of the 'Best-in-State Wealth Management Team' recognized by Forbes for 2024.

How We Help

  • Business ownership, succession planning, and transitions

  • Strategies for corporate executives

  • Navigating life transitions

  • “Sudden Money” needs

  • Intergenerational wealth transfer

Learn more
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Pursuit Wealth Strategies was named on the 2026 Forbes Best-in-State Top Wealth Management Teams list.

Forbes logo with text announcing 'Best-in-State Wealth Management Teams 2024' and mentioning Shook Research, 2024.

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

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2024 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2022 to 3/31/2023 and was released on 1/9/2024. Approximately 10,100 team nominations were received and 4,100 advisor teams 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/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

2025 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2023 to 3/31/2024 and was released on 1/9/2025. Approximately 11,674 team nominations were received and 5,331 advisor teams 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.

2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Pursuit Wealth Management nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.