We believe in the value of independent investment advice that fits the unique situation of each and every one of his clients. No single solution fits every person or family and we will take the time to help you make informed decisions about your investments.
Fee based investment advice:
Pathway offers fee-based or advisory account relationships, including guidance on portfolio construction, personalized investment recommendations, financial planning tailored to your unique situation and asset management services.
This investment platform, custodied by Pershing LLC, allows access to stocks, bonds, ETFs, no load and institutional share class mutual funds and other investment products without sales commissions or transaction charges.
Fee based services align the performance of your investments with the mutual interest that our firm has in helping you grow your assets.
Traditional investments:
Pathway offers mutual funds, stocks, bonds, ETFs, real estate investment trusts, certificates of deposit, annuities and insurance products. As an independent firm, we are able to work with the products that best meet our client’s needs and goals.
We can help establish IRAs, Roth IRAs, 529 qualified plans for college savings as well as 401(k), Individual 401(k) and SEP-IRA retirement savings plans.
Financial Planning:
Pathway also offers estate planning services, IRA distribution and Inherited IRA strategies; retirement income planning, qualified retirement plan rollovers, and life insurance and long term care needs analysis.
