Pathfinder Wealth Advisors LLC
www.pathfinder-wealth.comWe created Pathfinder Wealth Advisors to meet the unique planning needs of each individual. We do the most important thing an advisor can do…we guide you on the path to a successful life. INVESTMENT STRATEGIES-Customized investment portfolio design RETIREMENT SOLUTIONS-Develop a plan to achieve your dreams INCOME TAX STRATEGY-Maximize the effectiveness of your financial decisions LEGACY PLANNING-Your legacy plan that provides you peace of mind CHARITABLE GIVING-Achieve philanthropic goals with customized strategies EDUCATION PLANNING-A funding strategy customized to your family’s needs
Read moreWe created Pathfinder Wealth Advisors to meet the unique planning needs of each individual. We do the most important thing an advisor can do…we guide you on the path to a successful life. INVESTMENT STRATEGIES-Customized investment portfolio design RETIREMENT SOLUTIONS-Develop a plan to achieve your dreams INCOME TAX STRATEGY-Maximize the effectiveness of your financial decisions LEGACY PLANNING-Your legacy plan that provides you peace of mind CHARITABLE GIVING-Achieve philanthropic goals with customized strategies EDUCATION PLANNING-A funding strategy customized to your family’s needs
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Chief Investment Officer
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