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January 2024 by Johnny Juntilla
Pursuit Wealth Managment provided me detailed options based on my financial goals and risk preferences. Excellent client service, tailored to my goals.
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January 2024 by Evan Everist
Our experience working with Tim and the whole team at Pursuit Wealth Management has been fantastic. They are very knowledgeable and responsive. I'd recommend them to anyone seeking wealth management services.
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August 2023 by Ted Thuening
Highly recommend Tim and staff. They helped us create a plan that encompasses all of our assets, debts, and plans for future in a holistic way. We are very happy with the service even though we are not a "high roller" investment opportunity. Professional, friendly, and, most important, great at what they do.
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July 2023 by Kim Monsivais
Tim and his team have been great to work with. He really took the time to not only understand my long term financial goals but also making sure I understood what he was talking about. Being an active duty military he has took the time to become more educated on the military benefits for retirement and education for me and my family. We have met exclusively online, which is super beneficial for those of us that have crazy schedules! I would recommend him and his team to anyone looking for a financial advisor no matter what stage of life you are in.
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April 2023 by Catherine Bray
I stumbled upon Tim Weigel by chance while looking for a financial advisor and I'm very grateful. Tim spent over an hour on the phone with me discussing financial goals and tips on a couple of different occasions. Other companies I talked with wouldn't even discuss anything until I signed a contract or paid up front. I wanted a real person who was local and would work with my specific financial situation and help me set up different accounts to work toward my long-term goals. I've been working with Tim for several months now and he's always responsive and helpful. Can't say enough good things! Glad to have found him.
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February 2023 by Kurt Kurzawa
Tim is great to work with! He took a lot of time to help me understand the value he can provide without being overbearing. I would highly recommend him.
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February 2023 by Ronald Killins
My experience with Tim has been a positive one. He's very knowledgeable and down to earth. He took the time to understand my family's goals and is working with us on a financial plan that will help us achieve those. We have regular check ins to status on progress and I never feel pressured to invest in things I don't feel are right for our family or our situation.
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January 2023 by Elizabeth Kelsey
I was referred to Tim Weigel by a colleague who trusts and appreciates all Tim had done for him. Tim immediately took the time to meet with me, was extremely thorough, and made sure he was engaged with every aspect of my financial situation. He made recommendations based on my individual needs to set me up to live comfortably, planning to retire early, and make sure my teen daughter is well cared for. I am in the best financial position of my life and it certainly has been a relief to find Tim and his amazing team of professionals.
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January 2023 by Jeffrey Nelson
Great group of people who are prepared to offer a wider range of options and planning than other planners we have used in the past. Highly recommended.
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January 2023 by Dawn Evangelist
I appreciate the focus and guidance provided by Tim Weigel at Pursuit Wealth Management. From status meetings, making sure the goals I have discussed get the attention and funds needed, informative updates to help understand when the markets have down periods, I have been able to enjoy my retirement while Tim and Nick work in the background to keep my finances growing and available when I need them.
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January 2023 by Kyle Schneider
Competent, honest, and easy to work with.
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January 2023 by Jason Glass
I’ve been a client for years across a variety of products; life insurance, financial planning and investment expertise. I value Tim and team’s high touch, non-pretentious approach and would highly recommend the
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January 2023 by Scott Elmgren
The team at Pursuit Wealth is fantastic and will work with you to create a plan that fits your life today while working with you to evolve it and set you up for long term success. No matter your portfolio size and goals, this team has your back and best interests in mind.
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January 2023 by Patrick Kurtz
knowledgeable, personable, can explain things simply to me
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January 2023 by Jane Anderson
Tim spends the time getting to know our family and really listens to what we want today as well as in our future.
