Guided Path Wealth Management
Financial Planning and Wealth Management. Individuals and Families at or approaching retirement tend to be my clientele. I am trying to convey a more relaxed, personal relationship vibe. I want to shy away from an “ivory tower” very stuffy/corporate image. I envision a lifestyle practice that promotes peace of mind to our clients. In short, professional and reliable but at the same time low key and relaxed. Perhaps the euphemism of helping them get to their desired destination (tropical beach sunset, mountain top, serene creek/forest, etc. I hope that helps.