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A New Age of Financial Planning

A more approachable process for all ages, people and lifestyles

See how our process
can work for YOU!

Financial Planning

We are an advice-based planning firm.  We believe 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.


Schedule Now!

Services

All services include a full risk assessment, customized asset allocation, investment implementation & monitoring, outside policy review, client online access, community events, & regular market and economic updates. 

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


*We are fee-based financial planners. We do not impose minimum investment, net worth or income restrictions with our clients. 
We offer flexible options for financial planning, consulting, and subscription services. 
We believe this policy allows us to serve any prospective client in need of trustworthy financial advice. 

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.  

As independent advisors affiliated with Kestra Financial, we are a team of enthusiastic women who put our clients needs first.  We enjoy what we do and believe in our process for creating a complete plan tailored to each clients fundamental needs, desires, and wishes.  Our office space has been created with purpose to provide an atmosphere where we feel at home.  As such, we can provide our clients and prospects with the same warmth and hospitality they would be treated with when visiting an old friend.  We believe this all results in approachable advise without the stigmas associated with the financial service offices of the past.

Let us share our passion for success with you.


Schedule Now!

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

Jenn Peña, CRPC® Photo Jenn Peña, CRPC® Hover Photo

Jenn Peña, CRPC®

Financial Advisor
Read Bio

Jennifer "Jenn" Peña is a Financial Advisor 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. 

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

Jennie Nelson, AAMS®

Financial Advisor
Read Bio

Jennifer "Jennie" Nelson is  a Financial Advisor 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. 

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. 

The Community

Whether you are a client, a trusted partner, or an employee of Pursuit we consider you to be a member of our community.  We recognize the innate power of pulling together like-minded individuals for the purpose of making a difference.  Whether here in our own backyard of Colorado, or across the nation, we can combine resources to effect change and/or support a cause. 

We invite all those whom we do business with to participate, when desired, in our planned events.  We celebrate our new members here as well as congratulate those who have reached a desired goal or had a momentous event occur in their lives. 

Want to join our community? Schedule a 20 minute introductory meeting for prospective clients.

 Schedule Now!

We extend a warm welcome to the following most recent members of our community:

Lisa & Greg - CO

Matt & Christina - CO

Lauren - CO

Kathy - CO

Ryan & Angie - CO

Rick - CO

Mary - CO

Jason & Emily - CO






We have the following events planned to both appreciate our clients and support our community:

July 2020 - Food Bank of the Rockies 
Food Drive


September 2021 - Integrated Family Community Services Project


We would like to congratulate the following individuals on their major accomplishments:

Congratulations Mary - CO 
Retired from Envision Healthcare after 10 years.
What Mary is looking forward to most:
Traveling the US and the world. No time restraints!!!
Her Biggest fear in retirement:
COVID Pandemic.
One fun thing Mary hopes to do in retirement: 

Visiting with friends and family.

Congratulations Bonnie - WA 
Retired from Principal Financial after 17 years.
What Bonnie is looking forward to most:
Spending time traveling.
Her Biggest fear in retirement:
Running out of money.
One fun thing Bonnie hopes to do in retirement: 
Spend more time with her great granddaughter.
A Note from Bonnie:
I really enjoyed my working years however, I am so grateful for my opportunity to retire this year.

Congratulations Keith - CO 
Retired from Computershare after 8 years. This was a second career. His previous employer was Avaya for 37 years!
What Keith is looking forward to most:
Spending more time with family and not having to make the trip to the office.
His Biggest fear in retirement:
Outliving his money.
One fun thing Keith hopes to do in retirement:  Get back into his
photography hobby.

A Note from Keith:
We are moving back to Texas to be closer to family!


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


-Robert Kiyosaki

Communications

Our communication center features Articles and Market Updates.  
Connect with us on social media for weekly posts, events, and helpful insights!

Click Here to Join Our Mailing List


2021

Stock Meme Mania!

The Inflation Genie

Q1 - Retirement Newsletter

Watch Out for Scammers

2020

On the Mark: Elections and the Markets - Aug 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.

2021 Market Updates

Q4 Market Review January, 2021 

Q2 Market Review - July 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.

Social Media Posts

Connect with us online!

   


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                  


Form CRS & ADV Disclosures

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 Here

                      

 

Market Closures 2021

New Years Day
Jan. 1, 2021
Martin Luther King, Jr. Day
Jan. 18, 2021
President's Day
Feb. 15, 2021
Good Friday
April 2, 2021
Memorial Day
May 31, 2021
Independence Day
July 5, 2021
Labor Day
Sept 6, 2021
Thanksgiving Day
Nov. 25, 2021
Christmas  
Dec. 24, 2021

Client Account Access


Investment Platform Links

AssetMark

**most common

Kestra Financial Services

***If you are unsure which platform pertains to you OR you need help getting enrolled, please call our office for further guidance. 


Financial Plan Access Link

MoneyGuide

Direct Access Links

Transamerica

Jackson National

Allianz