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Wealth
Management

We dedicate every resource necessary to understand your unique needs while embracing the fact that your wealth encompasses far more than just numbers on a page - it embodies the legacy you aspire to leave behind.

 

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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Our suite of Wealth Management Services include: 

Cash Flow Planning

We believe effective cash flow management is foundational for long-term financial success. We assist in directing your cash flow towards achieving your most coveted goals and objectives.​

Insurance Risk Management

We assist in working with insurance professionals to secure comprehensive asset protection for you and your loved ones, and tailoring the types and levels of insurance to best fit your unique circumstances and risk tolerance. For our business owner clients, our comprehensive risk management strategies ensure that your personal assets are safely separated from your business interests.

Tax Planning

We provide comprehensive tax planning throughout the year to help ensure you optimize your earnings, keeping more of your hard-earned income and minimizing lifetime taxes. Tax planning is an often-overlooked area of wealth management, and we pride ourselves on making a difference to your bottom line.

Estate Preservation

Our goal is to make sure your money and legacy are managed with intention and in accordance with your goals, values, and philanthropic wishes in the most tax-efficient way possible. We will collaborate with all parties involved to help ensure that what you’ve worked so hard to build over the course of a lifetime will be distributed exactly as you’ve intentioned.

Retirement Planning

We begin by understanding what retirement means to you, then strategize for the long-term to help ensure you accomplish your goals without depleting your resources. This includes reviewing, monitoring, and advising on your held-away retirement accounts like 401K, 403b, and other employer-sponsored plans.

Additional Wealth Management Services

College Planning: We help optimize savings strategies based on your education funding goals and time horizons. Business Planning: Providing our business owner and entrepreneur clients with impactful services to give them more time to grow their business and stay inspired by their mission. Employees Stock Options: We’ll review your equity compensation package and craft an optimal strategy for your 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

877-703-9777

admin@clearpathinvestment.com

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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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