Pathway Partners Wealth Advisors, LLC logo

Pathway Partners Wealth Advisors, LLC

Updated today

Client AUM

$78,946,149

Clients

367

Advisors

6

of 8 employees

About

Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages roughly $79 million for about 367 clients and offers services that include model-portfolio implementation, use of third‑party money managers, and complementary financial planning as part of onboarding.

The firm typically manages assets on a discretionary basis, using asset-allocation and diversification strategies informed by fundamental analysis and Modern Portfolio Theory, and implements many strategies via model portfolios and third-party managers on an integrated platform (e.g., Envestnet). Clients should be aware that accounts invested in model portfolios may not permit restrictions on specific holdings within the model, and the firm may hire or replace third‑party managers without prior client approval.

Pathway Partners maintains several uncommon features for a team firm: it is a licensed insurance agency whose supervised persons may receive commission-based compensation for insurance sales, it has business affiliations including an owned business consulting affiliate, and it holds passive investments in another RIA that offers venture-capital access (clients are not offered participation in those funds). The brochure also discloses a prior regulatory matter involving a supervised person that was resolved by an acceptance, waiver, and consent, resulting in a broker-dealer suspension and monetary sanction.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management General estate planning guidance Life insurance needs analysis

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Fee options

Fixed

Fixed fee of $1,500 for standalone financial planning services, fees are negotiable

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,000+: 0.75%

Commissions

Insurance commissions earned by persons who are licensed insurance agents, separate and in addition to advisory fees

Other

Minimum fee: Fixed fee for standalone financial planning services is $1,500 (negotiable)

Main office

100 Corporate Parkway, Suite 136

Amherst NY 14226

Advisors at this office

6

Most active in

New York

Also doing business as

Pathway Partners Foundations · Pathway Partners Wealth Advisors, LLC · Watchtower Financial Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colin H

Series 66

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Colin Healy is a financial advisor at Pathway Partners Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for 13 years. Outside of his advisory role, he serves as president of The TashaStrong Foundation, a charitable organization that raises funds and awareness for cancer research, and is the founder of The Advisor Network, a web-based platform for financial professionals to share industry knowledge and training. Pathway Partners Wealth Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, managing approximately $58 million across about 247 client relationships. The firm provides discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Wealth management General estate planning guidance Life insurance needs analysis
user avatar

Joseph T

Series 63, Series 65

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Joseph Titus is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wilmington Advisors at M&T and LPL Financial LLC. Pathway Partners Wealth Advisors serves individual clients, including high-net-worth individuals, managing approximately $58 million across about 247 client relationships. The firm offers discretionary portfolio management and integrated financial planning, using asset allocation and model-driven strategies based on modern portfolio theory and fundamental analysis.

Wealth management General estate planning guidance Life insurance needs analysis
user avatar

Mark W

Series 63, Series 66

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Mark Wojcinski is a financial advisor at Pathway Partners Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios and GWN Securities. Outside of his advisory role, he is involved in business development for a web platform supporting financial professionals, leads sales and outreach for a marketing and web design agency, and contributes as a concept creator for a children's book publishing company. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs model-driven investment strategies based on modern portfolio theory and fundamental analysis, managing approximately $58 million across about 247 client relationships.

Wealth management General estate planning guidance Life insurance needs analysis
user avatar

Alex S

Series 65

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Alex Stauffiger is a financial advisor at Pathway Partners Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at KeyBank and Niagara University. Outside of his advisory role, he serves as Head of Content and Marketing for The Advisor Network, an educational platform focused on social media and content creation. Pathway Partners Wealth Advisors, LLC serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm offers discretionary portfolio management and integrated financial planning, utilizing model-driven strategies based on modern portfolio theory and fundamental analysis.

Wealth management General estate planning guidance Life insurance needs analysis
user avatar

Gregg J

Series 66

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Gregg Jensen is a financial advisor at Pathway Partners Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Hightower Advisors LLC, Hightower Securities LLC, and M&T Securities. Outside of his advisory role, Jensen is involved with The Advisor Network, a web-based platform for financial professionals to share industry news and training. Pathway Partners Wealth Advisors serves individual and high-net-worth clients, managing approximately $58 million across about 247 relationships. The firm emphasizes discretionary portfolio management and integrated financial planning, using model-driven strategies based on modern portfolio theory and fundamental analysis.

Wealth management General estate planning guidance Life insurance needs analysis
user avatar

Michael A

Series 66

Amherst, NY

Pathway Partners Wealth Advisors, LLC

Michael Arcuri is a financial advisor at Pathway Partners Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Pathway Partners Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The six-advisor team manages approximately $79 million for about 367 clients, employing asset-allocation and diversification strategies implemented via model portfolios and third-party money managers.

Wealth management General estate planning guidance Life insurance needs analysis
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