We are so excited to share that our team has been named a Best-In-State Wealth Management Team by Forbes!
We are proud to be part of a team that pursues excellence for our clients every day and are incredibly grateful to all of our clients for their trust in us.
What matters to you, matters to us.
The advisors at Pursuit Wealth Strategies are a collaborative team all working toward the common goal of our clients’ success. We make it our mission to help our clients achieve financial success by avoiding costly mistakes and finding solutions to problems they didn’t know they had.
Sadie Rigsby – Forever in our hearts
Raymond James Raleigh
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
2024 Forbes America’s Top Wealth Management Teams Best-in-State, 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 Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3H9jJIA. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info