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**