Pursuit Wealth Management

Pursuit Wealth Management

Pursuit Wealth Management launched in 2019 as a Palm Beach Gardens office of Cary Street Partners, a financial services firm headquartered in Richmond, Virginia. The practice's five advisors — Vincent F. Cuomo, Taryn A. Mays, Melanie M. McDonald, Christian D. Searcy Jr, and Elizabeth Thomas — serve individuals, high-net-worth families, and business entities across South Florida. The team delivers asset management, portfolio advisory services, and wealth planning. Service lines emphasize retirement planning and estate strategies, with a focus on personalized portfolio construction rather than proprietary funds or pooled vehicles. The firm's offerings also include business retirement plans, placing it directly in the conversation for local entrepreneurs and corporate clients managing 401(k) and profit-sharing structures. Geographic coverage concentrates on Palm Beach County. As a Cary Street Partners branch, Pursuit accesses centralized investment research and compliance infrastructure while maintaining local discretion over client relationships. Advisors hold designations including CFP, CPWA, CEPA, and CRPC, signaling a planning-centric approach. No public AUM figures or total deployment numbers are available. Structurally, Pursuit differs from standalone RIAs by operating under a larger broker-dealer and RIA platform. This architecture subjects it to Cary Street Partners' oversight and product shelf, while the five-advisor team functions with the client-facing intimacy of a boutique. Succession and governance sit with the parent firm rather than an independent partnership — a model that offers continuity but limits entrepreneurial autonomy.