Who We Are:
Pathways Wealth Management was founded in 2010 by a financial advisor who wanted to build an investment company that was rooted in loyalty and trust. In essence, this is the foundation from which we build long-term relationships with our clients and what makes us different. From first time investors, to those simply looking for financial stability during their retirement years, we are here to help guide you through the process of building a secure financial future.
Our Philosophy:
In what can sometimes be the overwhelming world of stock markets and financial lingo, investors often become too fixated on the short-term results and lose sight of the bigger picture. We work hard to truly understand what matters most to you and your family. All in an effort to tailor a financial plan or investment strategy that gives each and every client peace of mind today and well into the future. Our team cares as much about why you are investing as what you are investing in. Quite simply, every recommendation we make is driven by an honest and genuine commitment to do what is in the best interest of every client.