Path Wealth Management, LLC

Path Wealth Management provides customized portfolio management to individual investors, trusts, estates, retirement account holders, high-net-worth clients, and business entities. The firm offers ongoing discretionary portfolio oversight as well as non-discretionary advice, including account construction, asset allocation, individual security selection, and periodic rebalancing.

The firm’s investment process emphasizes long-term planning, diversified asset allocation, and a mix of fundamental and technical analysis to select securities and time transactions. PWM uses a range of strategies — including a multi-asset, hedged approach and distinct taxable and tax-free fixed‑income ladders — and employs ETFs, mutual funds, individual equities and bonds, and other security types to meet client objectives.

What is distinctive for a solo independent adviser of this size is the firm’s ownership and operational ties to an independent insurance brokerage: the firm’s principal concurrently manages an insurance business and spends substantial weekly time in that activity, while the advisory business states it does not sell insurance products through the RIA. The firm also manages corporate and other business accounts and retirement-plan participants in addition to individual clients, and occasionally provides hourly non-discretionary consulting and makes discretionary allocations for related or family accounts.