For many of us, our core values drive everything we do. Yet, when it comes to financial management, many people often focus on goals, without attaching a “what matters about this” question to them. At LifePath Wealth Advisors, we truly believe that your financial plan should match your highest core ideals. By aligning your wealth management plan with the values you live each and every day, we can help you achieve financial for the reasons that are most important to you. This is the path to both success and significance.
You deserve a financial advisor that treats you and your needs with respect. Have you’ve ever been in a meeting, and felt like the potential advisor had all the answers for you … all ready to go … no matter what you said? That is the exact opposite of our approach.
That’s why our first step with any new client is to listen. We want to hear your story and treat it with compassion. We will listen intently so we can best understand your starting point and where you’re headed. As you describe your goals and dreams, we’ll latch on to them so they become our priorities, too, and help you keep your financial house in order according to your values, not anyone else’s.
We offer a comprehensive wealth management planning process, which includes three primary services:
Through our services, we’ll partner with you to create a financial foundation aligned with your beliefs. Then we can build a plan that helps you meet your goals sustainably and according to your needs. Call us today so we can get to work listening to your dreams and helping you pursue them.
LPL Registered Principal and CERTIFIED FINANCIAL PLANNER™
"Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver." Ayn Rand This quote sums up perfectly the philosophy of LifePath Wealth Advisors. I have been involved in this wonderful profession...
Office Manager / LPL Registered Administrative Associate
Kathleen has been with LifePath Wealth Advisors since February of 2005. Working alongside Tony, she provides exemplary service to our clients while assisting them with their financial planning needs. Kathleen maintains her Series 6 and...
Director of First Impressions