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 serves individuals (including high‑net‑worth households), trusts, estates, corporations and retirement plans, managing roughly $71 million for about 165 clients with a four‑person advisory team. The firm provides discretionary portfolio management, financial planning, and retirement‑plan design and implementation, and it also works with plan participants and “held‑away” employer accounts using order‑management tools. The firm implements portfolios primarily with mutual funds, ETFs and individual stocks, combining a buy‑and‑hold orientation with active management when warranted; its analysis draws on charting, technical and fundamental methods and may include inverse ETFs or limited leverage in certain market environments. CPWM uses third‑party sub‑advisors for some mandates, maintains proprietary growth and income model portfolios, and aggregates client orders to provide consistent execution. Several organizational features distinguish the firm from many peers: principals have ownership of affiliated accounting practices and a consulting/insurance entity, supervised persons are licensed to sell insurance products and may receive commissions, and the firm may act as a solicitor in specific custodian arrangements. The adviser also discloses private equity investments and ownership stakes in operating businesses that can generate performance‑based compensation or other conflicts of interest when those opportunities are recommended to qualified clients.

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.