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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.


Wealth Management

Services: Cash Flow Planning, Tax Planning, Retirement Planning, Insurance Risk Management, Estate Preservation, College Planning, Business Planning, Employee Stock Options

Together, we will craft an enduring blueprint for your wealth that endures the trials of time and volatility, enabling you to confidently navigate any situation that comes your way.

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Investment Management

Services: Diversification and Uncorrelated Assets, Personalized Solutions, Institutional Quality Access, Long-Term Approach, Investment Strategies 

We have access to the latest modeling and analysis technology, and we put them to work for you.

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Retirement Planning

We begin by understanding what retirement means to you, then strategize for the long-term to ensure you accomplish your goals without depleting your resources.

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Estate Planning

Our estate planning services are designed to help you navigate this complex process with ease and confidence.

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High Net Worth Management

We specialize 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 how important it is to not only grow your wealth but also to preserve it for future generations.

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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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“If you want to grow a giant redwood, you need to make sure the seeds are OK, nurture the sapling and work out what might potentially stop it from growing all the way along. Anything that breaks it at any point stops that growth.” 


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