Our Mission at ClearPath Wealth Management is to provide professional, ethical and comprehensive
wealth management services that help our clients achieve a successful and fulfilling financial future.
Our team of financial planning professionals with 100+ years of combined experience first help clients identify and prioritize their investment, estate, retirement, and insurance needs. We then work with our clients to choose solutions and opportunities that meet their immediate and long term financial and life goals.
ClearPath Wealth Management is an independent firm that now manages over $225 million in investment and pension assets for thousands of clients.
“Peace of Mind Through Financial Planning.”