Wealth Management

Establishing your goals is one thing, but managing your wealth to help you achieve those goals is something entirely different. Wealth management requires expertise and discipline that is most effectively honed with experience. Our advisers have over 75 years of combined experience and as an independent financial services firm, Pathworks Financial has helped hundreds of individuals steward their wealth with wisdom and confidence. From investment needs such as income generation, preservation of assets, and growth of capital; to planning needs, including education funding, and retirement planning, we have the resources to help you establish effective wealth management strategies.