Financial Planning

WEALTH MANAGEMENT

We work with you to craft a financial plan, ensuring we never lose sight of your future goals.

It’s our job to help guide you through life’s many phases. Delivering advice that’s tailored to your unique set of circumstances requires an intimate understanding of the things that drive you.

At Pursuit Wealth Management, we believe in the importance of starting with meaningful conversations.

A financial plan is a powerful tool that helps us identify, document and forecast your needs and life goals. It allows us to be more purposeful in the way we help you prepare for the future. Most importantly, it allows us to look beyond your investments and deliver solutions for the challenges you face today and your concerns and for the future.

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(561) 437-4770

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Financial Planning Costs

Our fees typically range from $4,000 to $$10,000 depending on complexity.

Retirement Planning

We offer pros and cons and educate you throughout the planning process.

Education Planning

Savings strategies available – 529 Plan, Coverdell Education, Savings Account and Gifting.

Charitable Planning

Incorporating your philanthropic wishes into your financial plan – tax efficiently.

Risk Mitigation

We help you hedge against negative outcomes by managing your risk.

Disclaimer:

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client.

PWM does not serve as a law firm or a certified public accounting firm. PWM does not prepare legal documents or tax returns.