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Our Services

We offer a variety of services providing you with flexibility and supporting you in reaching your targets.

Wealth Management

Financial Planning

Financial Planning

  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.

Financial Planning

Financial Planning

Financial Planning

  Pathway Partners Wealth Advisors financial planning aims to help clients with multiple planning areas, including:


  • Retirement 
  • Education 
  • Estate 
  • Insurance 
  • Tax 
  • Liability
  • Investment 

Retirement Planning

Financial Planning

Retirement Planning

 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. 

Education Planning

Business Consulting

Retirement Planning

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.

Business Consulting

Business Consulting

Business Consulting

  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

  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, an affiliate of Pathway Partners Wealth Advisors**

Learn more

Asset Protection

Business Consulting

Business Consulting

  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. 

Please Note: Pathway Partners Wealth Advisor is not a tax advisor. A tax advisor should be consulted for any tax advice.

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Pathway Partners Wealth Advisors

100 Corporate Parkway, Suite 136, Amherst, NY 14226

(716) 929-6010

Copyright © 2022 Pathway Partners Wealth Advisors - All Rights Reserved.


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.

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