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Simplify financial growth

ClearPath Investment is a fee-only fiduciary firm utilizing innovative technology to quickly start you on the path for growth. ClearPath Investment operates under a higher standard and prioritizes transparency in serving your interests.    

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We make wealth management easy to start and navigate with a well defined end goal.

01

DISCOVER

Our 90-minute discovery meetings delve into your values, goals, and financial situation, ensuring a deep understanding of your unique needs. We examine your current financial situation, risk tolerance, and future aspirations to lay the groundwork for a customized strategy.

schedule a complimentary consultation

02

DEVELOP

We create a roadmap to achieve your financial goals, identifying and preparing for potential risks. Our contingency strategies are designed to help ensure you maintain financial peace of mind even in the face of unexpected life events. We prioritize comprehensive financial planning to help safeguard your financial future.

03

DELIVER

With clarity on your values and goals, we implement custom planning and investment strategies. We collaborate with your other trusted professionals, like your CPA and attorneys, to help ensure that all aspects of your finances are in alignment and pursue your most cherished goals.

We evolve and improve, utilizing a tech-driven approach, while listening to your voice, talking your language, navigating you on a clear path to financial success.

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You deserve a wealth advisory relationship that goes far beyond mere transactions, phone calls and a few meetings a year. Our relationships are built on trust and a comprehensive approach that addresses every area of your financial situation.

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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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