We are so excited to announce PATH Wealth Management and Triad Financial Strategies, a leading Pacific Northwest financial planning and wealth management firm specializing in financial services to individuals, families, and closely held businesses are coming together as one firm.
Ever since we started our firm in 2005, we focused on always putting our clients’ best interests first and foremost. Several years ago, to maintain our growth without compromising our commitment to providing “superior” service, we recognized the need to find a seasoned and like-minded firm to partner with. It took some time, but the search was well worth waiting for.
What does this mean for you?
On a day-to-day basis, it is business as usual. But now, we have more talent and capabilities to continue to provide you with innovative solutions and superior customer service.
What does it mean for us?
Our staff is now part of the Triad family. We are thrilled to be part of a dream team of advisors, portfolio managers, and operation experts.
The next chapter
Triad is a great next chapter in our journey together with you. The Triad team shares our vision to give clients the best user experience and the most innovative planning and wealth management solutions. My team and I appreciate the trust and confidence you have placed in us over the decades. We now look forward to writing this next chapter with you.
All the Best,
Randall W. Kim ChFC®, AIF®
Wealth Manager and Chief Compliance Officer
Visit us at https://www.triad-fs.com