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A New Age of Financial Planning

A more approachable process for simplifying your financial life, leading into and through retirement.  

See how our process
can work for YOU!



 


Learn more!

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!


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 initial 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 offer flexible options for financial planning and investment management.
We believe our 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, CFP®, CRPC® Photo

Jenn Peña, CFP®, CRPC®

Financial Advisor
Read Bio

Jennifer "Jenn" Peña - I am a Certified Financial Planner, TM Chartered Retirement Planning Counselor and co-owner with Pursuit Wealth Planning. I enjoy providing our clients with a comprehensive planning experience from their initial meeting to their regularly scheduled reviews. I am passionate about guiding people through their financial lives, providing education and support with every step along the way. When not in the office, my favorite activities include spending time with my husband and 3 sons, attending Colorado sporting events, and enjoying the Colorado outdoors - skiing, hiking, and camping. I hold a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and I am an independent insurance agent. 

Jennie Nelson, AAMS® Photo

Jennie Nelson, AAMS®

Financial Advisor
Read Bio

Jennifer "Jennie" Nelson - I am a Financial Advisor, an accredited Asset Management Specialist and co-owner at Pursuit Wealth Planning. I bring over 25 years of industry experience. I grew up in California but my career spans many places including Lynchburg, VA and Austin, TX. I have two grown and flown children. My son is pursing a career in aviation. My daughter is attending the University of Kansas where she is an active member of the Spirit Squad. We are proud supporters of the Williams Foundation and all KU athletics. I enjoy providing clients with financial solutions that address their individual needs and goals. I hold a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and 24 (General Securities Principal Examination), and I am an independent insurance agent. 

Stefanie Borst Photo

Stefanie Borst

Client Service Manager
Read Bio

I am the Client Service Manager at Pursuit Wealth Planning. I have been in the financial services industry for over 20 years. I excel at assisting clients with their most immediate needs. Outside of the office, I enjoy time with my family, concerts with friends, traveling, beaches and good drinks. 

Who We Serve

Curious about LTC costs? Click the link below to explore the cost of care in your area!

Cost of Care by Zip


Have a question for our team?

Learn more!

Learn more!

Resources


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 free introductory meeting for prospective clients.

 Schedule Now!

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

Tambi & Peter - CO

Ryan & Jaelyn - CO

Matt - UT

Maegan - CO

Michael & Padma - CO

Collin & Nia - CO





Jenn is a proud member of the Colorado Chapter of the Financial Planning Association

 We enjoy supporting our
local community:

• Grapevine (local giving circle)
• Safehouse of Denver
• Pro Bono One-On-One Financial Guidance
• Colorado Village Collaborative
• Integrated Family Services
• Saint Andrews Church Projects
• National Mill Dog Rescue
• Kansas University Williams Foundation
• K-9 for Warriors 
• Denver Safe House
• Economic Literacy Colorado



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

Congratulations:

• Ed and Jeri on their new home
• Therese on her marriage
• Jim on your new job
• Judy on her move

Celebrating Retirement:

• Sue
• Michael
• Ellen
• Ann Marie
• Bob B
• Deb
• Mary


It's Gotta Be A CFP! Find us today
(80120 Zip code):

https://www.letsmakeaplan.org/find-a-cfp-professional 

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


-Robert Kiyosaki

Resources

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


On The Mark: Tariff Concerns, March 2025

Money with Murphy - Why Bonds Matter Now - March 2025


Social Security Fairness Act of 2025

9 Facts of Social Security

 


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.

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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
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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.









































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Form CRS & ADV Disclosures
Location  
1950 W Littleton Blvd, Unit 115 
Littleton, CO 80120 
Click here for directions to our office
Phone  
303.470.5534
Website  
www.pursuitwp.com
Email  
pursuit@pursuitwp.com
Online Scheduling Available Here



 























Office Closures


New Years DayJan. 1, 2025
Martin Luther King, Jr. Day 
Jan. 20, 2025
President's Day 
Feb. 17, 2025
Good Friday 
April 18, 2025
Memorial Day 
May 26, 2025
Juneteenth National Independence DayJune 19, 2025
Independence Day 
July 4, 2025
 Labor Day 
Sept. 1, 2025
Thanksgiving 
Nov. 27, 2025 & Nov. 28, 2025
Christmas  
Dec. 24, 2025 & Dec. 25, 2025 





























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 please call our office for further guidance. 
If you are logging into the client portal for the first time, please request access below. A member of our team will email you a registration link. 
Request first time access

        



Financial Plan Access Link
MoneyGuide
Direct Access Links
Transamerica
Jackson National
Allianz