A complete list of active advisors currently associated with Pursuit Wealth Strategies, LLC

Warmer can help you find a great advisor at Pursuit Wealth Strategies, LLC or one who fits your needs even better.

Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm is a four-advisor team overseeing roughly $457 million in regulatory assets and typically begins client relationships with goal-setting discussions and a written Investment Policy Statement. Pursuit builds customized portfolios using a mix of money managers, mutual funds, ETFs, fixed income, private managers and other vehicles tailored to each client’s objectives and risk tolerance. The firm conducts regular monitoring, including quarterly reviews of mutual funds, ETFs and private managers, and uses formal watchlist criteria (watchlisted after four consecutive quarters of underperformance with removal considered after six quarters). Notable aspects that differ from many peers include participation in Raymond James’ wrap fee program, where accounts custodied at Raymond James are entered into an all‑inclusive wrap arrangement that covers transaction costs. The brochure also discloses that certain supervised persons, in their individual capacities, are licensed insurance agents who may recommend insurance products on a commission basis, and the firm typically sets a $500,000 account minimum (subject to waiver) while not maintaining custody of client assets.

To learn more about the advisors currently working at Pursuit Wealth Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.