We believe clients should receive a comprehensive wealth management experience. Before any investment discussion can occur, goals and priorities must be identified, allowing our Advisors to build a portfolio meeting our clients objectives.
Pathway Partners Wealth Advisors financial planning aims to help clients with multiple planning areas, including:
Although the phrase is overused, it’s correct... "You can never start planning too early." Whether you are evaluating if you can retire in the next few years or looking to the future, we are here to help you.
With higher education costs continuing to rise at historic rates, education planning remains an important consideration. Using the proper vehicles (529 plan, etc.) and funding techniques, we will work to offset the rising costs and may even have benefits such as tax deductions.
Financial planning for goals such as college and retirement is especially important, but so is ensuring that a plan can be executed, even if unexpected life events occur.
You have spent years creating, cultivating, and operating your business. With the countless hours invested in your business many owners find themselves behind on planning. What's next? We can help you develop a strategy for items such as succession, retirement, transition, liability management and asset protection.
**Business Consulting offered by Pathway Partners Services LLC**
Please Note: Pathway Partners Wealth Advisor is not a tax advisor. A tax advisor should be consulted for any tax advice.
Pathway Partners Wealth Advisors
100 Corporate Parkway, Suite 136, Amherst, NY 14226
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Pathway Partners Wealth Advisors, LLC (PPWA) is a New York State registered investment advisor located in Buffalo, NY. Registration does not imply a certain level of skill or training. PPWA and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisors.