wealth management


We have the experience, skills, and resources to offer our clients a breadth of services and solutions to help meet their unique needs. Our clients benefit from the collective knowledge and wisdom of our diverse group of professionals. These services can range from providing a risk assessment to asset allocation recommendations, and portfolio management expertise to retirement or college planning.

  • Financial Planning

    Set the course and direction of your financial path through detailed financial planning. From budgets to asset growth projections, know where you are heading at all times.

  • Retirement Planning

    Enjoying life in retirement takes planning and execution. With a detailed retirement plan you can set a goal and have confidence that your retirement needs will be met.

  • Insurance Consulting

    Insurance is critical for protecting your family and estate and should be investigated as a part of any wealth management strategy.

  • Asset Protection

    Market volatility can impact your ability to achieve your goals. You need to protect what you have worked so hard for.


Investment Management

Pathlight’s investment management experience assists clients in clarifying their goals and objectives, and identifying appropriate investment strategies to reach those goals. Our advisors have counseled clients in the most difficult and rewarding financial market conditions, applying their extensive investment knowledge while adhering to a rigorous investment selection process.

  • Fixed Income

    can add stability to an investment portfolio, providing predictable, steady cash flow with lower risk of capital loss.

  • Equities

    are part of the growth component in a portfolio. An equities portfolio can be well-diversified by capitalization
    (e.g., large and small cap stocks), geography (e.g., international and domestic stocks) and style (e.g., core, growth, and value stocks).

  • Alternative Investments

    include vehicles such as hedge funds, real assets and private equity. They are generally less liquid than equities or fixed income and offer returns that are potentially less correlated to the public equity and fixed income markets. Adding investments with low correlation
    to other strategies in a portfolio generally reduces the volatility of portfolio returns.

  • Cash Allocations

    are most appropriate for situations demanding high levels of liquidity. Cash investments include simple money-market funds with attractive yields, U.S. treasuries, U.S. agencies and other short-term fixed income securities.