Client Segments

Private Clients

Pathway Partners Wealth Advisors works with private clients of many types. For some individuals or families, the interest in finding professional wealth guidance comes from a "life event" that triggers the need for extra help. For others, the need may simply arise from interest in a second perspective. Regardless, we are here to help you.

A few examples of "life events" that trigger the need for wealth guidance include:

Birth of a child or grandchild
Changing employment (rollover of 401k)
Planning for retirement
Moving to new location
Inheritance
Planning for educational needs

Business Owners

We know that as a business owner, you are focused on running your business, and usually that's all there's time for. What can be left behind are core business planning items that can affect the future and the value of your business. The good news is that many of these items can be addressed now, allowing you piece of mind for business continuity, even if transition or unexpected life events occur.

**Elements of the business owner segment, including business consulting and select business related services, are done through

Pathway Partners Services LLC**

Pathway Partners Wealth Advisors

100 Corporate Parkway, Suite 136, Amherst, NY 14226

(716) 929-6010

Pathway Partners Wealth Advisors, LLC is an SEC registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. All investments involve risk, including loss of principal.

Client Segments

Providing financial guidance and helping individuals and businesses achieve their financial goals.

Private Clients

Business Owners

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