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Ryan S

Series 65

Chandler, AZ

Path Wealth Management, LLC

Ryan Sublette is a financial advisor at Path Wealth Management, LLC in Chandler, Arizona, holding a Series 65 license with 10 years of industry experience. He has worked at Path Wealth Management since 2018 and concurrently manages an independent insurance agency, Sublette Financial & Insurance Services LLC. Prior to this, he held roles at The Money Source Insurance and Nova Insurance. Path Wealth Management provides customized portfolio management services to individual investors, trusts, estates, retirement accounts, high-net-worth clients, and business entities. The firm focuses on long-term planning, diversified asset allocation, and combines fundamental and technical analysis using a variety of investment strategies and security types.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Options & derivatives strategies Founder/Business Owner Retired
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