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Understanding Today’s Financial Environment

Welcome, I’m Anthony (Tony) Apostolidis, a financial professional in Stockton,  California and owner of LifePath Wealth Advisors. We serve a geographically diverse clientele and are licensed in many states.  We understand that individuals face unique challenges as they embark upon their individual journey.

Through our planning process, we bring the future, into the present, so that it can be acted upon now. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (209) 956-7020.



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Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?