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Events & Giving Back

09 May

Jen Boles Named Branch Professional of the Year from RJFS

Pursuit Wealth Strategies is thrilled to announce that Jennifer Boles, Senior Registered Sales Assistant/Client Services Manager, recently received the 2017 Outstanding Branch Professional of the Year award. Jennifer was one of three branch professionals in the country to receive this distinguished award. Jen has been with Pursuit Wealth Strategies from its inception in 2009. Pamela […]

09 Dec

Holiday Party 2016

A big thank you to all of our clients, families, and friends who joined us in celebrating the holidays. We are so grateful for all of you! Also, thank you for the toy donations benefiting the Toys for Tots program. Our box was not big enough to hold them all! Shout out to Sola Coffee Café for hosting our […]

16 Nov

Quick Long-Term Care Facts

According to the US Department of Health, the majority of Americans over the age of 65 will need extended care at some point in their lives.* As the eldest of the baby boomers approach 70, combined with longer life expectancies, your need for long-term care (“LTC”) insurance is important. As detailed in the infographic below, […]