Cary Street Partners has expanded its presence in Florida through the acquisition of Pursuit Wealth Management, establishing its third office in the state and strengthening its footprint in a key wealth management market.
The deal brings a Palm Beach Gardens-based advisory team into Cary Street Partners’ platform, continuing the firm’s strategy of partnering with established, independent-minded advisors seeking enhanced resources and capabilities. The expansion reflects Cary Street Partners’ broader national growth plan, which emphasizes aligning with local teams deeply rooted in their communities.
Founded by longtime Florida professionals, Pursuit Wealth Management has built a reputation for personalized client relationships and regional expertise. The firm’s leadership cited continued economic growth in the Palm Beach region as a driver behind the partnership, positioning the combined platform to better serve a growing client base.
For Pursuit clients, the transition is designed to maintain continuity in advisory relationships while introducing expanded capabilities, including institutional-quality investment solutions and access to a broader network of specialists. The existing team will continue delivering personalized financial advice under the Cary Street Partners umbrella.
Cary Street Partners, headquartered in Richmond, Virginia, continues to scale its national presence through targeted partnerships and acquisitions, focusing on advisors who seek to balance independence with access to a larger support infrastructure.
KEY QUOTES:
“CSP gives us the ability to build on what we have created, not replace it. We gain depth, flexibility, and support, while continuing to serve our clients in the way they know and trust. For us, this decision came down to one thing, doing what’s right for our clients.”
Christian D. Searcy, President, Pursuit Wealth Management
“The Pursuit team represents the kind of partnership we seek out. We are committed to partnering with long term professionals who are native to and embedded in the fabric of the communities we serve. Our success has been built upon this strategic alignment of team leaders throughout our firm with the commitment to support investment and development where it most benefits our clients.”
Joseph R. Schmuckler, Chief Executive Officer, Cary Street Partners
