Pursuit Wealth Management

At Pursuit Wealth Management, we understand that wealth is not just about the money in your account. It's about living your life to the fullest, achieving your goals, and spending time with the people you love. Our team is dedicated to helping you make the most out of your financial resources so you can focus on what truly matters.

Our Story

Pursuit Wealth Management is an independent financial advising firm that has been serving clients since 1992. We are a state of Iowa Registered Investment Advisor firm that operates under our LLC name, Financial Investments Research & Management. As a fiduciary, we take our role seriously and always put our clients' best interests first. We believe in transparency, accuracy, and good faith in all our interactions with our clients.

Our Services

We offer a wide range of financial services designed to help you achieve your financial goals. Our team of experienced advisors will work closely with you to understand your needs and develop a personalized financial plan that aligns with your values, beliefs, and aspirations. Whether you're looking to save for retirement, plan for your child's education, or simply manage your investments, we are here to help.

Relational Wealth

We believe that life is about relationships. Whether it's sending your child to college, expanding your family, saving for your son or daughter's wedding, or planning for retirement, our advisors are here to help so you can focus on what matters - spending time with the people you love. We understand that your wealth is more than just your financial assets; it's about the people and experiences that make your life rich.

Experiential Wealth

Life is made up of experiences - career, hobbies, travel, and everyday moments with the people you care about. We help our clients set and meet their unique financial goals so they can spend more time doing the things they love and less worrying about the future. Whether you want to travel the world, pursue a new hobby, or simply enjoy quality time with your family, we are here to help you make it happen.

Character Wealth

Wealth of character includes your values and beliefs - the values that have shaped who you are. It's the motivation to give back to your community, help others less fortunate, and leave a legacy for generations to come. Our advisors help our clients use their wealth to benefit the world around them. We believe that true wealth is not just about accumulating financial resources, but also about making a positive impact on the lives of others.

Financial Wealth

Your financial wealth is the tool to make your relational, experiential, and character goals possible. Our team works with you to assess and strategize how to make your goals a reality. By helping you plan financially for the future, you can focus on what matters most - living your life to the fullest and achieving your dreams.

At Pursuit Wealth Management, we are committed to helping you achieve your financial goals and live the life you've always wanted. With our expertise, experience, and commitment to excellence, you can trust that your financial future is in good hands. Contact us today to learn more about how we can help you pursue your wealth.