PURSUIT WEALTH GROUP A Vested Interest In Their Clients and The Community Three wealth advisors fulfilled their dream to branch out of the financial institution in which they worked to design a wealth management firm to serve the people of their communities. Rob Stenzel. Mike Kruchten and Adam Provance envisioned a place where the working class- union members, manufacturing employees and business owners per say, can get one on one wealth management guidance from advisors who have a vested interest in their clients and community where they themselves work, play and have raised families. In February 2022, Pursuit Wealth Group opened its office in Joliet off Essington Rd. In mid-April. the group will open their second office in Morris. Our Wealth Advisors will have staff at both locations and will be utilizing each location to accommodate their client's needs and travel. Services at both offices will include financial, retirement, estate, college and cash flow planning. As well as planning and strategies for business owners such as customized employee benefit plans. The team of nine has all worked together in previous capacities and has 170 years of combined financial experience, which Operations Manager Julie Hefner said makes this new business unique. "We have a good established team and we take care of cach other and the clients," Hefner said. Adam G. Provance, Michael W. Kruchten and Robert G. Stenzel ethic of Warren Buffett and he found his calling with college internships-to help people and families a variety of financial consulting and insurance reach their financial goals, hopes and dreams. Now in the industry over 20 years, he said he works with each of his clients to tailor customized plans and strategies built with their pursuits at the center. His core approach includes classic investment principles and forward-thinking insight into future market drivers. Kruchten, lifelong resident of Will County, has 25 plus years in financial service and has a mission statement of "Inspire clients to choose to do what they will wish they had done, especially when they are in inclined to do it." His approach to investments and financial planning incorporates behavioral science and demographic trends and he values a one-on-one relationship with his clients to ensure attainable and measurable goals. Provance, a Seneca resident, has worked in Pursuit Wealth Group partnered with Commonwealth Financial Network as the broker dealer for the business. Hefner said clients can feel confident their money resides in a secure place and under the Commmonwealth umbrella comes a checks and balances strategy to make sure the wealth management teams remain compliant and recommendations are suitable, so the client will be in the best possible situation. Stenzel, a lifelong resident of Will and Grundy Counties, spent the first half of his life in Grundy and now resides in Will. At the age of 12 he was impressed by the investment philosophy and work professions since 1999 and became a wealth advisor in 2008. "My commitment to clients is simple and straightforward: Take the very difficult and confusing parts of our industry, simplify those concepts into effective strategies and plans so that my clients can have the potential to have financial success and stability both now and well into their retirement years, A personal connection is crucial and of the highest priority to me and that is reflected in the relationships that I have with my clients," Provance said of his commitment to his clients. More information on staff and services can be found at pursuitwealthgroup.com. NO MATTER WHERE YOU ARE IN YOUR FINANCIAL JOURNEY, WE'RE HERE FOR YOU. We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you'd expect from a full-service wealth management consultant, along with powerful technology and outstanding service. FINANCIAL PLANNING | ESTATE PLANNING | TAX PLANNING | INVESTMENT & RISK MANAGEMENT | EDUCATION/ COLLEGE PLANNING PURSUIT PURSUIT WEALTH GROUP 950 ESSINGTON RD. SUITE 2A I JOLIET, IL 60435 OFFICE (815)-714-7670 WEALTH GROUP PURSUITWEALTHGROUP.COM Securities and advisory services offered through Commonwealth Financial Networke, Member FINRASIPC, a Registered investment Adviser PAID ADVERTISEMENT PURSUIT WEALTH GROUP A Vested Interest In Their Clients and The Community Three wealth advisors fulfilled their dream to branch out of the financial institution in which they worked to design a wealth management firm to serve the people of their communities. Rob Stenzel. Mike Kruchten and Adam Provance envisioned a place where the working class- union members, manufacturing employees and business owners per say, can get one on one wealth management guidance from advisors who have a vested interest in their clients and community where they themselves work, play and have raised families. In February 2022, Pursuit Wealth Group opened its office in Joliet off Essington Rd. In mid-April. the group will open their second office in Morris. Our Wealth Advisors will have staff at both locations and will be utilizing each location to accommodate their client's needs and travel. Services at both offices will include financial, retirement, estate, college and cash flow planning. As well as planning and strategies for business owners such as customized employee benefit plans. The team of nine has all worked together in previous capacities and has 170 years of combined financial experience, which Operations Manager Julie Hefner said makes this new business unique. "We have a good established team and we take care of cach other and the clients," Hefner said. Adam G. Provance, Michael W. Kruchten and Robert G. Stenzel ethic of Warren Buffett and he found his calling with college internships-to help people and families a variety of financial consulting and insurance reach their financial goals, hopes and dreams. Now in the industry over 20 years, he said he works with each of his clients to tailor customized plans and strategies built with their pursuits at the center. His core approach includes classic investment principles and forward-thinking insight into future market drivers. Kruchten, lifelong resident of Will County, has 25 plus years in financial service and has a mission statement of "Inspire clients to choose to do what they will wish they had done, especially when they are in inclined to do it." His approach to investments and financial planning incorporates behavioral science and demographic trends and he values a one-on-one relationship with his clients to ensure attainable and measurable goals. Provance, a Seneca resident, has worked in Pursuit Wealth Group partnered with Commonwealth Financial Network as the broker dealer for the business. Hefner said clients can feel confident their money resides in a secure place and under the Commmonwealth umbrella comes a checks and balances strategy to make sure the wealth management teams remain compliant and recommendations are suitable, so the client will be in the best possible situation. Stenzel, a lifelong resident of Will and Grundy Counties, spent the first half of his life in Grundy and now resides in Will. At the age of 12 he was impressed by the investment philosophy and work professions since 1999 and became a wealth advisor in 2008. "My commitment to clients is simple and straightforward: Take the very difficult and confusing parts of our industry, simplify those concepts into effective strategies and plans so that my clients can have the potential to have financial success and stability both now and well into their retirement years, A personal connection is crucial and of the highest priority to me and that is reflected in the relationships that I have with my clients," Provance said of his commitment to his clients. More information on staff and services can be found at pursuitwealthgroup.com. NO MATTER WHERE YOU ARE IN YOUR FINANCIAL JOURNEY, WE'RE HERE FOR YOU. We provide strategic counsel and big-picture perspective that empower clients like you to realize their goals. We offer all the products and services you'd expect from a full-service wealth management consultant, along with powerful technology and outstanding service. FINANCIAL PLANNING | ESTATE PLANNING | TAX PLANNING | INVESTMENT & RISK MANAGEMENT | EDUCATION/ COLLEGE PLANNING PURSUIT PURSUIT WEALTH GROUP 950 ESSINGTON RD. SUITE 2A I JOLIET, IL 60435 OFFICE (815)-714-7670 WEALTH GROUP PURSUITWEALTHGROUP.COM Securities and advisory services offered through Commonwealth Financial Networke, Member FINRASIPC, a Registered investment Adviser PAID ADVERTISEMENT