Pursuit Wealth Management reposted this
Good times in Minnesota? You betcha! Our Chief Market Strategist, Eric Parnell, CFA traveled to The North Star State to visit with our teams in the greater Minneapolis area. Eric shared recent updates and holdings from the Great Valley Advisor Group Asset Management Team and discussed plans for 2025. While there, he met with the following firms: - Clear Wealth Planning Solutions - DSB Rock Island Wealth Management - Jupiter Wealth Planning - Pursuit Wealth Management - Sentient Wealth Group - Two Rivers Wealth Management We would like to express our gratitude to each of the above teams for their time and hospitality! We always appreciate getting to spend time in person. As we make our way into 2025 we look forward to continuing our work together and further strengthening the GVA Family & relationships! 🚀 Pictured here at Northern Taphouse are (left to right): Jason McConnaughay, CFP®, Denise Barry, Katie Ristvedt, ChFC®, Tim Weigel CFP®, RICP®, ChFC®, CLU®, Eric Parnell, Chuck Block, CHFC, CLU, and Brian Samec.