Date: March 2015

1 post in March 2015

Announcing Pathwise!

March 18, 2015

We’re thrilled to announce that we have rebranded as PathWise – a name that better represents our core mission: to deliver exceptional advice, planning and service to help you live a balanced, meaningful and more authentic life. All of the changes we have recently implemented – expanded office space, new brand, new mission – represent our sincere commitment to helping you along your path to achieving your financial goals, and (never to be forgotten) personal dreams. Our new name is a celebration of the unique and special way we partner with our clients.

Read More