Today we’d like to introduce you to Tim Weigel.
Hi Tim, so excited to have you on the platform. So before we get into questions about your work-life, maybe you can bring our readers up to speed on your story and how you got to where you are today?
I began my career in marketing and sales with Thomson Reuters, where I worked closely with law firms to help them grow and market their practices. I enjoyed the experience, but I also knew early on that I wanted to build something more locally impactful and long-term.
At the time, I considered law school given my exposure to the legal industry, but I ultimately felt drawn back to finance, which had been my focus in college. After spending about six months researching the financial advising profession—and seeing several friends build careers in the industry—I decided to pursue financial planning.
I began my career with Northwestern Mutual, where I spent 13 years developing my planning philosophy and working with clients. Over time, I became increasingly focused on delivering objective, comprehensive advice and began exploring ways to better align my practice with those values.
In 2021, we made the transition to LPL Financial and launched Pursuit Wealth Management. Today, we operate with greater independence and flexibility, allowing us to focus on what matters most—providing thoughtful, client-first financial planning. We’ve also been fortunate to partner with Great Valley Advisor Group and collaborate with an exceptional network of professionals who support our clients and our growth.
The past several years have been incredibly rewarding, and we’re grateful every day for the opportunity to serve our clients with a planning approach built on independence, objectivity, and long-term relationships.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
Early in my career, I made the transition from a traditional W-2 role to being fully self-employed. Luckily, this was before I was married with kids, because the reality is—there’s a level of uncertainty that comes with not knowing exactly what your next paycheck will be.
In the beginning, it really does feel like drinking from a firehose. You’re not just learning how to be a financial advisor—you’re learning how to run a business at the same time. Licensing, client conversations, making sound recommendations, managing finances, marketing, and even the mental side of things all come into play pretty quickly.
Over time, though, things start to shift. As you gain experience, build credentials, and grow your client base, the business becomes a little more predictable. It moves from feeling like you’re trying to survive to being able to build something more intentionally.
Looking back, trusting the process and having a lot of Grit made a big difference in those early years.
We’ve been impressed with Pursuit Wealth Management, but for folks who might not be as familiar, what can you share with them about what you do and what sets you apart from others?
Pursuit Wealth Management is a Fiduciary financial planning firm. We focus on helping successful professionals and families make smarter decisions with their money so they can feel confident about where they’re headed—not just today, but long term.
Our firm is built around comprehensive financial planning, not product sales. That means we start with your goals first to then create a plan—understanding what matters most to our clients, mapping out their goals, and then aligning investments, tax strategies, and retirement decisions around that plan. A big part of our work is helping clients become more tax-efficient over time, especially as they approach and move through retirement.
We specialize in working with corporate professionals, particularly those with more complex compensation structures—things like 401(k)s, stock plans, deferred compensation, and pensions. Many of our clients are getting close to retirement and want to make sure they’re making the most of those opportunities while avoiding costly mistakes down the road.
What really sets us apart is our independence. We’re not tied to any one company or product, which allows us to give objective advice and build strategies that are truly in our clients’ best interest. We’ve intentionally built our firm to reduce conflicts of interest and increase flexibility—so we can focus on doing what’s right for the client, not what fits a sales model. I’m also wired to be very curious about your full picture. Since everything winds up being tied together in a client’s financial picture, we feel the only way to ensure they’re in the best possible position of success is to create a comprehensive strategy.
From a brand perspective, we’re most proud of building something that feels both personal and professional. We want clients to feel like they have a trusted partner they can turn to for big decisions, but also someone who can simplify complex topics and make planning feel approachable. Our goal is to bring clarity and confidence to areas that often feel overwhelming.
Before we go, is there anything else you can share with us?
One great part of our value to clients is the comprehensive approach, included in our rate. We often find advisors who charge the same rates that we do and do a great job managing investments, but that’s the extent of the work. We also see many that charge an investment management fee plus a planning fee. With us, any time we take on a client we include the planning with the investment management fee. We feel we offer a great value with that approach in the marketplace!
Contact Info:
- Website: https://www.Pursuit-Wealth.com
