We are pleased to introduce you to Pathlight. Founded in 2009, and advisor-owned, our firm provides personalized and integrated advisory and investment solutions for affluent individuals and families.

  • We act only in our clients’ best interest and believe that long-term client satisfaction is our benchmark for success.
  • We adhere to a time-tested approach while seeking innovation and independence in our thinking, analysis, and execution.
  • A clear vision and disciplined process drives our customized advice and innovative solutions.
  • Transparent and open communication delivered through innovative means is a hallmark of the Pathlight experience.
MEET OUR TEAM

In the mind of some investors, there is always a “crisis of the day” or potential major event looming that could mean the beginning of the next drop in markets. Are you prepared for the next crisis?

sign up to download “Lessons for the Next Crisis”

Markets Retreat on Breakdown…

May 13, 2019 | Adrian Larson

Market weakness from breakdown in US/China trade talks US equity…

1Q2019 Quarterly Market Review

Apr 18, 2019 | MJ Nodilo

After surviving one of the worst fourth quarters for stocks…