How We Help

Twenty years from now you will be more disappointed by the things you didn’t do than by the things you did do. So throw off the bowlines. Sail away from the safe harbor and catch the trade winds in your sails.

Explore. Dream. Discover.

—Mark Twain

PathWise was founded with an entrepreneurial spirit and a lofty objective: deliver exceptional advice, planning, and service to help you live a balanced, meaningful and more authentic life. How do we do this? Our team helps you reach your financial health goals one important step at a time.

First, you become one of few people in this world to clarify your goals and identify what you really want to happen in your life — now and in the future.

Then you receive a comprehensive review of your financial resources and financial health. Our professionals provide you with a clear inventory of your income, savings and investments, spending and taxes, your insurance protection, and what you can leave for your heirs and your legacy.

With that in mind, we work closely with you to develop a plan to reach your goals, achieve peace of mind, and reach a high state of financial wellness.

Finally, we manage your investments through the uncertainties of the market, keeping your goals always in mind. From now on, maintaining your optimal financial health and growing prosperity becomes our first priority, so you can navigate life’s challenges and emergencies with confidence. Your assets are kept with a large, independent custodian for safekeeping and are managed from a low cost and tax efficient perspective.

Along the way, your plan is updated as your life circumstance changes and as your goals are achieved, we help identify your next challenges.

Financial health and peace of mind start with just a phone call. We welcome your questions about our professional credentials and investment philosophies — and most importantly, about how we can help you live your best possible life.