Team
Our team at LifePath Wealth Advisors is dedicated to our clients. We pledge to work with only their best interests in mind. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Amy Stockton
Director of First Impressions
209-956-5677
Anthony Apostolidis
LPL Registered Principal and CERTIFIED FINANCIAL PLANNERâ„¢
209-956-5677
"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...
Kathleen Brandt
Office Manager / LPL Registered Administrative Associate
209-956-5677
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...