A complete list of active advisors currently associated with Pathway Wealth Management, LLC

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

Pathway Wealth Management serves high‑net‑worth and other individual clients and family entities, including trusts, family limited partnerships and retirement accounts. The firm provides discretionary investment advisory and portfolio management services and offers a planning process that reviews clients’ savings, investments and insurance. The firm’s investment approach emphasizes active management of equities, typically maintaining about ten to twenty long positions and employing charting together with fundamental and technical analysis. Strategies include long‑term and shorter‑term purchases, are managed in a tax‑aware manner (while not providing tax advice), and do not use margin or options. The brochure notes the firm currently operates with a single investment adviser representative responsible for all aspects of account management, a structure that is less common among supported firms. Pathway reports roughly $116 million in discretionary assets under management across its client accounts, recently transitioned to SEC registration, and exercises constructive custody through the ability to deduct client fees and use standing transfer authorizations.

To learn more about the advisors currently working at Pathway Wealth Management, LLC, 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.