About Pursuit Wealth Management
Helping You Navigate Life’s Financial Decisions
At Pursuit Wealth Management, we believe financial planning should bring clarity, confidence, and direction to your financial life.
As an independent fiduciary wealth management firm based in Woodbury, Minnesota, we provide objective advice tailored to your goals and best interests. Our independence allows us to focus on the strategies and solutions that fit your unique situation, without being tied to proprietary products or one-size-fits-all recommendations.
We take a comprehensive approach to planning, helping clients align retirement, investments, taxes, risk management, estate planning, and family legacy considerations into one cohesive strategy. By simplifying complex financial decisions and focusing on what matters most, we help clients move forward with confidence.
Planning Built Around Relationships
Financial planning isn’t a one-time event—it’s an ongoing partnership. We take the time to understand your goals, priorities, and concerns so we can provide guidance that evolves alongside your life.
Whether you’re preparing for retirement, navigating workplace benefits, growing a business, or planning for future generations, we’re committed to helping you make informed financial decisions every step of the way.
Meet the Team
Our team combines expertise in financial planning, investment management, market research, operations, and client service to provide a thoughtful and personalized experience for every client. Learn more about the Pursuit Wealth Management team by clicking on their bio below.
Tim Weigel
CFP®, RICP®, ChFC®, CLU®
View Profile →Nick Retzlaff
Samantha Annen
Eric Parnell
CFA
View Profile →Nick Dalessandro
Evan Coffey
Let’s start the conversation
Schedule an introductory meeting to learn how we can help you navigate life’s financial decisions.