Pursuit Wealth Strategies

11/07/2024

As the dust settles on the 2024 presidential election, CIO Larry Adam provides a comprehensive analysis of the potential impacts on the markets and the economy.

raymondjames.com

08/18/2024

🧊 We took the challenge at the Sola Soak in honor of the 10th anniversary of the ALS ice bucket challenge 🥶 My 4 year old asked if she could do it with us!
The Sola Hot Mini 5k is only a month away! All funds go towards ALS research. Come walk/run with us and join our team, Pursuit Wealth Strategies!

04/30/2024

The team that sweats together, grows together!

After a long day of learning at the Raymond James National Conference outside of D.C., we braved the heat for the annual 5k "fun run" in support of Amputee Blade Runners. Not sure how much "fun" we had but we ran!

Now off to another jam-packed day of learning and updates from industry leaders!

03/28/2024

11/09/2023

Did you know that some dentists' offices will buy your Halloween candy from you?? We convinced this little guy to trade the majority of his candy for cash he could then go spend on a toy. He was so excited! One of the kids favorite books is about Sonny the Bunny learning to be a "smart spender."

We are just starting our journey of teaching our kids about money and spending so I am curious what tips you all have for teaching kids about money? Please share!

Extra points if you can guess our family Halloween costume!

10/25/2023

Part of the team took some time to explore Asheville this past weekend before meeting with clients Monday and Tuesday. We had a blast hiking and exploring. I am so thankful to have a team where we enjoy working hard AND playing together!

10/13/2023

Thank you to all of our clients and friends who came out to support ALS research in the Sola Hot Mini 5k! Pursuit Wealth Strategies was a proud sponsor of the 10th annual race, which raised $160,205 this year. To date, this 5k has raised well over $500k in the fight to end ALS!

09/13/2023

Amy Jo Martin and Theresa Bursey bring an empowering workshop to the 29th annual Women's Symposium, where they'll share with attendees how to craft and communicate a strong value proposition. Learn about the symposium at bit.ly/3KmXIXn and follow along with

06/12/2023

A few weeks back, we had the chance to enjoy a fantastic night of music and fun at the North Hills Summer Concert series featuring The Band of Oz! We had an awesome turn out and the weather was fantastic. As part of month, we came alongside Overflowing Hands – we joined them packing bags and they joined us at the concert! Our team and several others helped pack over 130,000 bags of food for children in Nicaragua and Bahamas. And we had a blast doing it! Thank you to all who helped us pack bags and came out to enjoy music and great food.
http://overflowinghands.org