Discovery consists of seeing what everybody has seen and thinking what nobody has thought. — Albert Szent-Gyorgyi
Personal Wealth Management
Investors today face difficult choices managing the complexities of their financial and personal lives. We begin our work where mainstream stockbrokers and investment advisors end by helping you create an integrated plan for the rest of your life. Educating your children, funding your retirement, traveling, buying a vacation home or paying off your mortgage are just a few areas where we bring our expertise to bear.
The foundation of our approach is getting to know you intimately, involving other experts along the way while giving you sound advice at every turn.
We ask the really important questions up front and never stop asking them.”
“Is the architecture of your estate plan finalized or are there still a few loose ends?”
“Has an independent third party taken a close look at your insurance coverage?”
“Is my mean to be truly diversified?”
For all of us at Pathways, wealth management involves frequent, almost constant updating of your plan and mandates that we involve other experts with unique skillsets to help us plot the best course for you and your family. We don’t have all the answers and know that successful people are busy people; so we act as your personal financial coach cheering you on while helping you get your financial house on the firmest foundation possible.
We are fee based and totally transparent. We believe the two most important actions an investor can take are to keep investment costs low and avoid taxes whenever possible. We create portfolios based on proven academic strategies and timeless principles that truly work. We are not taken in by the investment theme of the moment; instead we focus on controlling risks and expenses.
We offer a free, one-hour consultation to qualified investors and invite you to give us a call at 520-299-5875. Our team focuses on building long-term relationships and seeing the fruits of our labor. We would be honored to join you on Your Pathway to Prosperity.
To learn more about Pathways, our philosophy and our approach, we invite you to read an amusing and true story about two clients who have traveled the path with us.
A Tale of Two Investors PDF link.