Create clarity and confidence
in your financial lives

Welcome to

Pursuit Wealth Management

Being an independent advisory practice allows us to focus on finding the best resources for each situation.

Planning is a collaborative process, not an isolated event. Our business is built on a foundation of thoughtful long-term client relationships. Clients are best served by a fiduciary for their planning who provides advise based solely on the client’s best interest.

Each client deserves a comprehensive plan that integrates all the facets of their financial picture. Solutions to complex issues must be simple, actionable and designed with the goal in mind.

$500

MM

Combined assets under management

#1

RANKING

RIA Channel^®’s List of Top 100 Wealth Managers

Our Team

Tim Weigel

Wealth Management Advisor

Bio

Nick Retzlaff

Operations Manager

Bio

Samantha Annen

Client Service Associate

Bio

Eric Parnell CFA

Chief Market Strategist

Bio

Nick Dalessandro

Senior Trader, Asset Management

Bio

Kaela Frenchman

Associate, Trading & Ops

Bio

Evan Coffey

Associate, Trading & Ops

Bio

Our Approach

Our advice is tailored to your needs and designed to align your financial resources with your personal goals. We will gain a deep understanding of what is important to you by reviewing all aspects of your financial household, not just your investment accounts. This means you’ll receive personalized and actionable advice through each phase of our relationship.

Asset Management

Our asset management process goes beyond security selection by considering tax efficiency, illiquid investments, asset protection, debt analysis, and cash flow.

Tax Planning

Taxes are often an afterthought but have a significant impact on virtually every aspect of your financial household. Proactive planning means that we’re carefully watching what may easily be your biggest expense.

3M Retirement Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your philosophy around planning. Our team can help you navigate and understand your benefits / compensation plans to maximize your comprehensive planning.

Risk Management

Protecting you against all the ‘what ifs’ in life means considering what happens if the worst, or best, comes your way. A well-crafted plan highlights the possible but is flexible enough to mitigate the improbable.

Estate Planning

An effective estate plan ties together even the most complex financial scenarios. This means considering matters of both life and death that may involve incapacity, gifting, and charitable giving in addition to wealth transfer.

Family Governance

The people in charge of executing your plans are just as important as managing the wealth you have created. Clearly communicating your vision to financial professionals and loved ones will help to ensure that everyone remains on the same page for generations to come.

Our Process

As dedicated financial professionals, we believe there are necessary steps to effectively create and implement all financial plans, however, the most important part of our process is how we work alongside you.

Phase 1

Discover

We identify goals, priorities, preferences, and potential obstacles. As well as establish expectations and discover if the partnership is the right fit.

Phase 2

Plan

We develop a detailed, personalized financial roadmap based on your life’s priorities, while focusing on key milestones and objectives.

Phase 3

Nurture

We strive to protect you from potential blind spots and guide you through life’s most challenging transitions as you work toward your vision of financial independence.

Insights

Economic & Market Report: NVIDI-yeah!

Mega cap technology titan Nvidia posted earnings after the bell on Wednesday. The company vastly exceeded stated analysts’ expectations both…

Economic & Market Report: August & Everything After

The sudden and sharp stock market correction that marked the beginning of August has quickly become a distant memory.…

Economic & Market Report: Hidden Gems

The stock market dominates the headlines, and understandably so. The S&P 500 has been a stellar performer for years, and…

Economic & Market Report: Embrace the Ides of July

The U.S. stock market is on the retreat. After peaking in the middle of July at 5669 on the S&P…

Economic & Market Report: Chips & Dip

Technology stocks have been a force behind capital market gains for nearly a decade.…

Economic & Market Report: Rhymes of History

History does not repeat, but it sure can rhyme. We are heading into the prime of the political election season,…

Frequently Asked Questions

We assess fees in two different ways:

Fee for service – a fixed fee assessed on a project/one-time basis or recurring basis (sometimes described as a subscription or retainer fee), depending upon the nature of the relationship.
Asset based fees – a fixed percentage fee determined by the size of your household accounts in our asset management program. Fees vary by relationship, but most pay 1% or less on an annual basis. Asset-based fees are paid quarterly, in advance, and deducted directly from client investment accounts.

No, but we require a minimum annual fee of $7,500.

By assessing a fee minimum, rather than an account size minimum, it allows us to provide objective advice over all aspects of your financial household, not just the funds we directly manage. This is because there is not always a correlation between the value of investments someone has under our management and the level of guidance and planning the relationship requires. We will review all fees annually, and more frequently, as needed, should the nature of our relationship change (i.e. a large liquidity event).

Our clients are financially successful and often share certain characteristics, including but not limited to:

Many have achieved a high level of success within their field, often within technology, medicine or professional services.
Their financial situation involves complexities beyond the norm which require expertise in navigating sensitive income tax matters, managing a sizeable investment portfolio, coordination between various types of investments, estate and trust matters that extend beyond the basics, and an awareness of how all financial matters interact with one another.

The first phase of our relationship, onboarding, takes approximately 2-3 months and consists of a series of meetings where we define your goals, gather information, make recommendations, and put your plan into motion. Once onboarding is complete, your ongoing financial needs will be cared for as we continue to nurture and monitor the wealth you have created. This phase is a perpetual cycle designed to keep your financial plans on-track over time – we argue that this is the most valuable part of the services we provide.

Great Valley Advisor Group (GVA) is an SEC Registered Investment Advisor (RIA). While maintaining an RIA affiliation is necessary given our choice to operate as investment advisors and the regulated nature of our industry, we strategically aligned with GVA as we feel they provide best in class advisor technology, asset management resources, compliance oversight and back-end operations to support our business. Clients may notice the GVA name appearing in important documents such as our ADV disclosures and form CRS. Additionally, the GVA name appears on key documents that clients sign, including our Client Engagement Agreement (CEA) and Consulting Services Agreement (CSA), both of which govern our client relationships from a legal perspective.