facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

"A goal without a plan is just a wish." 

– Antoine de Saint-Exupéry

Learn More












Why Pursuit Wealth Planning


Our team of fiduciary advisors believe in a holistic approach toward wealth planning.  We are unified in our belief that approachable, dedicated, and resourceful service matters most.  We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence.   Everyone is in Pursuit of a dream.  

Our team recognizes that quality of life is consistently at the forefront of everyone’s dreams. It is both our goal, and our priority, to put our client’s dreams in focus by putting together a plan for achievement. We use today’s advancements in technology, our industry experience, and effective engaged communication, as our foundation.  We are small enough that each client receives the individual service and attention they need, but big enough to have access to all of today’s most relevant economic and technological resources.  

Let us share our passion for success with you.


Learn More



To give real service you must add something which cannot be bought or measured with money,
and that is sincerity and integrity.   -Douglas Adams

Learn More

Jennie Nelson, AAMS® Photo Jennie Nelson, AAMS® Hover Photo

Jennie Nelson, AAMS®

Financial Planner
Read Bio

Jennifer "Jennie" Nelson is  a Financial Planner and accredited Asset Management Specialist at Pursuit Wealth Planning. Jennie brings over 20 years of industry experience. Prior to relocating to Colorado for her husband’s work, she lived and worked in Lynchburg, Va for 3 years and Austin, TX for 13 years. She has two active children and divides her evenings and weekends between each of their sporting and social events. Jennie enjoys providing clients with financial solutions that address their individual needs and goals. Jennie holds a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and 24 (General Securities Principal Examination), and is an independent insurance agent. 

Jennifer Peña, CRPC® Photo Jennifer Peña, CRPC® Hover Photo

Jennifer Peña, CRPC®

Financial Planner
Read Bio

Jennifer "Jenn" Pena is a Financial Planner and Chartered Retirement Planning Counselor with Pursuit Wealth Planning. Jenn enjoys providing her clients with a positive interactive experience from their initial meeting to their regularly scheduled reviews. When not in the office, her favorite activities include spending time with her husband and 3 boys, attending Rockies games, and enjoying the Colorado outdoors. Jenn holds a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and is an independent insurance agent. 

Stefanie Borst Photo Stefanie Borst Hover Photo

Stefanie Borst

Client Service Manager
Read Bio

Stefanie is the Client Service Manager at Pursuit Wealth Planning. Stefanie has been in the financial services industry for over 20 years. She excels at assisting clients with their most immediate needs. Outside of the office, Stefanie enjoys time with her family, concerts with friends, traveling, beaches and good drinks. 

Financial Planning

Comprehensive financial plans create a foundation for all our client relationships. We believe the financial planning process puts your goals and objectives in focus, allowing us to guide you on the best path to accomplishing those goals. We are fiduciaries and as such, we put your best interest first! Our promise is to act with prudence; that is, with the skill, care, diligence, and good judgement of a professional. 

We are an advice-based planning firm which means the size of a portfolio shouldn't stop anyone from having a well established plan.  See how our process can help you.


Retirement Planning

Retirement Planning is what we do best! Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll guide you through the process of enjoying life's next chapter. 


At Pursuit Wealth Planning, we do our best work with professionals, and their families, to help organize & simplify their financial lives so that they can have confidence leading into & through the retirement process.


Our "DREAM" Financial Planning Process 



Discover 

Explore values and goals.


Refine

Assess overall financial situation.


Establish

Build an interactive financial projection.


Allocate

Alignment of your investments, risk and objectives


Mitigate

Determine vulnerabilities in your plan and seek ways to minimize them.


Our one hour Discovery Meeting is always complimentary. Call our office or click the schedule link above to start your process!


*We are fee-based financial planners. While we do not impose minimum investment, net worth or income restrictions with our clients, our minimum Financial Planning fee is $3,500 / year. We believe this policy allows us to serve any prospective client in need of trustworthy financial advice.

Financial freedom is available to those who learn
about it and work for it. 


-Robert Kiyosaki



Resource Center

Check out our resource center which includes featured Articles,  Newsletters and Market Updates




2020

Rebalancing a Portfolio - May 2020 

CARES Act - April 2020

Keeping Calm During Market Volatility - March 2020


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

2020 Quarterly Newsletters


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

2020 Market Updates


Economic Update - April 2020

Pandemic, Petroleum and Politics - Mar 2020

Coronavirus Update - Feb 2020

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

To Join Our Mailing List                         Contact Us         


Location 
26 W. Dry Creek Circle, Suite 250
Littleton, CO 80120
Click here for directions to our office

Phone 
303.470.5534

Fax 
303.470.2928

Website 
www.pursuitwp.com

Email 
pursuit@pursuitwp.com

Online Scheduling Available


             



Market Closures 2020

New Years Day
Jan. 1, 2020
Martin Luther King, Jr. Day
Jan. 20, 2020
President's Day
Feb. 17, 2020
Good Friday
April 10, 2020
Memorial Day
May 25, 2020
Independence Day
July 3, 2020
Labor Day
Sept. ,7 2020
Thanksgiving Day
Nov. 26, 2020
Christmas Day
Dec. 25, 2020