A complete list of active advisors currently associated with Clearpath Wealth Management, L.C.

Warmer can help you find a great advisor at Clearpath Wealth Management, L.C. or one who fits your needs even better.

ClearPath Wealth Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts and retirement-plan sponsors. The firm also offers retirement-plan design and ongoing oversight of employer-sponsored and "held away" plan assets, coordinating rebalancing and monitoring where custodial access is limited. Investment approach blends traditional buy-and-hold with active portfolio management, using mutual funds, ETFs and individual stocks and engaging third-party sub-advisors when appropriate. The firm employs both technical charting and fundamental analysis, and portfolios may use inverse ETFs for hedging and limited leverage; held-away plan accounts are reviewed through an order management system. What is distinctive is the firm’s integration with affiliated accounting practices (several ClearPath Tax & Accounting entities and KPN Enterprises), allowing clients to obtain accounting services under separate engagements — a structure that is uncommon among similar advisory teams. The brochure also discloses that supervised persons are licensed to sell insurance products and that the firm holds a private-equity position (Legacy WoundCare 360) that can generate performance-based fees, with such arrangements limited to qualified investors and disclosed as potential conflicts.

To learn more about the advisors currently working at Clearpath Wealth Management, L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.