Our Philosophy

our philosphy

 

 

 

Our Mission

To Invigorate and Inspire our clients

to live the Life Adventure

they are Passionate about

with Peace of Mind

through Focused retirement planning and

Sound investment management

Our vision
Our vision is to design and implement creative financial solutions so that our clients can live and enjoy the pathway of life.

What we do
As Investment Adviser Representatives of Commonwealth Financial Network®, the advisors at Pathway Investment Group, LLC, create, implement, and monitor customized financial plans that are designed to help affluent individuals and families pursue their financial goals. We thoroughly assess and analyze your complete financial picture to ensure that your strategy reflects your values, risk tolerance, and ultimate life objectives.

Our approach
We’re known for taking a conservative approach to wealth management. We’ve built a reputation based on sound judgment and prudent decision-making—values that have helped so many of our clients protect their existing assets and successfully pursue their goals.

The benefits of independence
Our commitment to always putting your interests first is evident in every aspect of our business. We’ve chosen to partner with Commonwealth Financial Network, a Registered Investment Adviser–broker/dealer with a more than 35-year history of focusing on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based on what’s right for you—without pressure to promote a particular product or strategy—which is not the case with all financial advisors.

Services we provide

  • Investment management
  • Retirement planning
  • Business succession strategies
  • Post-retirement income planning
  • Insurance planning
  • Strategies for minimizing tax burdens
  • Estate planning
  • Charitable giving strategies
  • Coordination with other professionals, such as CPAs and attorneys, to ensure that everyone is working hard toward common goals

Our team
Our core group of dedicated professionals shares the common goal of providing you with the expertise, sound judgment, personalized service, and comfort level you need to pursue your financial goals with confidence.