Who We Serve

Comprehensive financial planning and wealth management for retirees, corporate employees, and business owners in Woodbury, MN.

At Pursuit Wealth Management, we believe financial planning should be personalized, practical, and aligned with your goals. Whether you’re preparing for retirement, navigating a complex corporate compensation package, or growing a successful business, your financial decisions deserve a thoughtful strategy and trusted guidance.

As a fiduciary wealth management firm serving Woodbury and the greater Twin Cities area, we help clients gain clarity and confidence through comprehensive financial planning, investment management, retirement planning, and ongoing advice. We take the time to understand your unique circumstances and create a plan designed to help you pursue your goals with confidence.

While every client is different, we frequently work with the following groups:

Who We Serve

Pre-Retirees & Retirees

Retirement planning is about more than just saving for the future. It requires a coordinated strategy that addresses retirement income, taxes, investment management, healthcare costs, Social Security, estate planning, and long-term financial security.

At Pursuit Wealth Management, we help pre-retirees and retirees gain clarity and confidence through comprehensive retirement planning. We begin by understanding your goals for the next chapter of life and then create a personalized retirement strategy designed around your unique financial picture. By evaluating all of your resources together, we help ensure every piece of your plan works toward the same objective: helping you enjoy retirement with greater confidence and peace of mind.

Planning for Retirement? Let’s discuss your goals, income strategy, investments, taxes, and the questions keeping you up at night.

Schedule a Retirement Planning Consultation

Who We Serve

Corporate Employees

Many corporate professionals receive valuable benefits that can significantly impact their long-term financial success. However, navigating stock options, restricted stock units (RSUs), pension benefits, 401(k) plans, deferred compensation, and employee benefit programs can be complex.

We work with employees of leading companies such as 3M, Boston Scientific, Target, UnitedHealth Group, Medtronic, and other Fortune 500 organizations. Our goal is to simplify financial decision-making, help you maximize your compensation package, and ensure your workplace benefits align with your broader financial and retirement goals.

Making the Most of Your Benefits? We’ll help you understand stock options, RSUs, retirement plans, and other employer benefits so you can make informed decisions.

Talk With an Advisor

Who We Serve

Business Owners

Business owners face unique financial planning challenges because personal and business finances are often closely connected. As a company grows, owners frequently find themselves managing financial decisions, employee benefits, retirement plans, and succession planning while also trying to focus on running the business.

We help business owners create strategies that bring clarity to both personal and business financial goals. From retirement planning and investment management to business succession and employee retirement plans, we provide guidance that helps you spend less time acting as the CFO and more time growing your business. Our comprehensive approach helps ensure that your business and personal financial strategies work together to support your long-term goals.

Ready to Align Your Business and Personal Financial Goals? Let’s create a strategy that supports both your business growth and long-term financial future.

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Employer Benefits