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Who We Are

The PATH Wealth Management professionals are experienced in a variety of disciplines. For over four decades PATH Advisors have been providing financial planning, investment and comprehensive wealth management. In the face of increasing trends toward standardization, we have chosen to apply a values-based, academic and holistic approach to each client’s situation. While our clients may have similar issues and concerns, the strategies are as varied and unique as the individuals we represent.

Whether you are an individual, a couple with children, a business owner or a corporate executive, you can’t escape the fact that life is complicated. When it comes to financial planning and investments, every decision you make impacts another part of the equation.  Decisions made in a vacuum are often misguided. It is impossible to be an expert in all areas.

Just as in medicine, the best medical providers recognize their expertise, surround themselves with other recognized specialists, and collaborate in a holistic fashion in order to achieve the best possible patient outcome.  Wealth Management is the integration of financial planning and investment management in a coordinated holistic approach with your PATH Advisor as well as other trusted advisors like your accountant and attorney.  In addition to being appropriately registered and licensed in securities and insurance, our members hold the following professional designations and degrees:

  • CPA - Certified Public Accountant
  • ChFC - Chartered Financial Consultants
  • CLU - Chartered Life Underwriter
  • LUTCF - Life Underwriter Training Council Fellow
  • MSFP - Master of Science degree in Financial Planning
  • CRPC® - Chartered Retirement Planning Counselor

We are a local Northwest firm you can trust and rely on. Our roots are here and we have a stake in the well-being of our community.  Our goal is to provide you with objective advice and the best strategies with impeccable implementation and service. Highly regarded for our dedicated personal service to every client, you can expect objective advice, transparency of fees and a relationship you will value.