Partnership with Pursuit Wealth Management Marks the Third Florida Office in Key Region

Cary Street Partners (CSP) announced it has absorbed Pursuit Wealth Management (Pursuit), a Palm Beach Gardens based firm known for its highly personalized client relationships. The transaction will establish CSP’s third office in Florida and further strengthen the firm’s presence in one of the country’s most dynamic wealth markets.

The addition of Pursuit Wealth Management reflects a broader strategy at Cary Street Partners for partnering with established advisory teams who value independence and recognize the need to further invest in their teams’ services and solutions. As the firm continues to expand nationally, its focus remains consistent, aligning with advisors who want more for their clients and more from their platform.

Pursuit was founded by long time Floridians, Christian D. Searcy Jr., Melanie Martinez McDonald and Vincent F. Cuomo. Their commitment to the Palm Beach region stems from years of service to the community. They have witnessed first-hand the continued economic development of the region and are excited to welcome the firm to help further service this growth.

“The Pursuit team represents the kind of partnership we seek out,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “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.”

For clients of Pursuit Wealth Management, the partnership introduces enhanced capabilities without changing the foundation of the relationship. The team will continue to deliver the same level of personalized advice, now supported by expanded resources, institutional-quality investment capabilities, and a broader network of specialists across Cary Street Partners.

“For us, this decision came down to one thing, doing what’s right for our clients,” said Christian D. Searcy, President at Pursuit Wealth Management. “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.”

The Palm Beach Gardens office represents another step in Cary Street Partners’ disciplined growth strategy, which has focused on building a national footprint through thoughtful aligned thinking across the partnership. As more advisors seek a model that balances independence with robust support, CSP continues to attract firms looking for a long-term home aligned with their values.

For more information about Cary Street Partners, please visit https://carystreetpartners.com.

About Cary Street Partners

Cary Street Partners is a leading independent financial services firm providing comprehensive wealth management solutions, including investment management, financial planning, and advisory services. With commitment to integrity and personalized service, CSP helps individuals, families, and businesses navigate their financial futures with confidence.

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“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,” said Christian D. Searcy, President at Pursuit Wealth Management.