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High & Ultra High Net Worth Wealth Management

ClearPath Investment specializes in serving high net worth and ultra-high net worth clients, as well as high earners on the path to achieving this status. We understand the unique financial concerns of this community, which often go unaddressed in mainstream media.

 

Our clients have diverse needs, including:

  • Asset protection and Trusts
     

  • Alternative investments
     

  • Hedging and option strategies
     

  • Privacy and security
     

  • Specialized insurance concerns
     

  • Business succession planning

  • Estate and inheritance tax planning
     

  • Management of high-end assets
     

  • Real estate considerations
     

  • Mortgage solutions
     

  • Permanent life insurance analysis
     

  • Special needs planning

  • Generation-skipping strategies
     

  • Education consulting
     

  • Document preservation
     

  • Strategic gifting strategies
     

  • Risk and crisis management
     

  • Philanthropic planning

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We work closely with a multidisciplinary team of professionals to maximize and preserve your family's financial legacy.

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Risk Management and Asset Protection

We collaborate with you to create tailored asset protection strategies that match your unique circumstances and risk tolerance. Our goal is to identify vulnerabilities and recommend measures to safeguard your wealth from legal threats and financial risks.

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Strategic Partnerships with Legal Experts

ClearPath Investment maintains strategic partnerships with legal professionals who specialize in asset protection. We work in concert with these experts to provide comprehensive protection for both your personal and business assets.

 

For business owners with multiple interests, we help create clear boundaries between personal and business assets to limit liability and deter potential lawsuits.

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Business Insurance Solutions

Business Liability Insurance: We assess your business's liability exposure and recommend appropriate coverage to protect against various claims.
 

Employer Liability Insurance: We evaluate your employment practices and provide guidance on insurance coverage for employee-related risks.
 

Property Insurance: We review your business property and customize insurance solutions to safeguard your assets.
 

Entity Structuring: We assist in establishing entities like LLCs and trusts to shield personal assets from business liabilities while optimizing tax planning.

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Philanthropic Planning

We actively assist our HNW and UHNW clients in contributing to their communities and leaving a lasting impact. ClearPath Investment helps you design philanthropic plans aligned with your values to maximize your generosity.

 

This includes collaborating with legal experts to create charitable foundations, exploring donor-advised funds, and optimizing tax benefits from charitable contributions. We can also help you strategically utilize highly-appreciated assets for charitable giving, minimizing capital gains tax.

 

We collaborate with a diverse team of experts to safeguard and enhance your family's financial legacy.

 

Join ClearPath Wealth Management

At ClearPath Wealth Management, we're committed to your financial success. With clarity, transparency, and your best interests at heart, we're ready to embark on your financial journey together.

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Book a Consultation

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Introductory Consultation

Book a complimentary 1 hour chat with an experienced financial professional.

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1963 Orchard Mist St.
Las Vegas, NV 89135

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© 2023 ClearPath Investment. All Rights Reserved.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of ClearPath Investment, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by ClearPath Investment, LLC an Investment Advisor in the State of Nevada. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Nevada or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites: The inclusion of any link is not an endorsement of any products or services by ClearPath Investment, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither ClearPath Investment, LLC, nor any agency, officer, or employee of the ClearPath Investment, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. 

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