The Power of Teamwork
Trusted Guidance to Help Your Financial Dreams take flight.
Personal Service with
a Powerful Team
Pathfinder Wealth Advisors is a team of eight seasoned financial advisors in three communities. Our partnership allows us to combine our experience and strengths while still providing you with customized, one-on-one guidance, service, and knowledgeable support.
Who We Are
Sometimes the best ideas come from your closest friends. Here at Pathfinder Wealth Advisors, we are eight friends who encourage and motivate each other to deliver sound financial guidance and insight to our clients.
Services You Can Count On
We offer you personalized attention and a customized wealth management plan built to your specifications. These are some of the strategies and services we may put to work for your family:
Retirement Planning
We can help you plan for the lifestyle you envision for your ideal retirement.
Investments
Put a plan in place that is consistent with your personal or business goals, time horizon, and risk comfort zone.
Risk Management
Minimize any threats to your personal or business assets by taking a comprehensive look at all your risk.
Taxation Planning
Minimize the tax burdens you face by understanding your specific circumstances and navigating evolving tax laws.
Estate Planning
Plan for the management of your assets and property during life and the distribution of your estate at death.
Business Planning
Plan every stage of your business from growth, to compensation and succession planning.
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