Pathway Wealth Management, LLC

Roger Allen is the sole advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. He has operated Pathway Wealth Management since 2016 and concurrently maintains a career as a self-employed attorney since 2006. Pathway Wealth Management, LLC provides discretionary investment management and financial planning services to high-net-worth individuals and family entities. The firm employs an active equity management approach, combining fundamental and technical analysis to build concentrated portfolios, and manages accounts with attention to tax implications while generally avoiding margin and options.

Douglas Hancock is a financial advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with nine years of industry experience. He has been with Pathway Wealth Management since 2016 and was previously self-employed starting in 2008. Pathway Wealth Management, LLC provides discretionary investment management and financial planning services to high-net-worth individuals and family entities. The firm focuses on actively managed equity portfolios using fundamental and technical analysis, maintaining generally concentrated positions while managing accounts in a tax-aware manner.