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Multi-Generational Families

The financial advisors at Pursuit Wealth Strategies can help you manage many aspects of your family’s financial needs. We get to know your family by asking tough questions, understanding your family’s dynamics, and learning the specifics of your family’s needs and goals. We look at your family’s current financial state, identify areas of future potential risk, and develop plans that can help meet your family’s needs and goals, as well as, help position your family for financial stability from one generation to the next. Here’s how we can help:

  • Estate Planning
  • Investment Management
  • Income Tax Planning
  • Insurance Planning
  • College Planning
  • Life Events Planning
  • Family Education

While we are familiar with the tax and legal provisions of the services provided, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.