At Clear Path, it's personal. We are an independent, investment advisory firm whose mission is to guide you with clarity and transparency toward achieving your goals. We believe in treating you like family and take pride in supporting you through life’s opportunities and challenges. We have decades of experience leading clients through times of economic prosperity, as well as uncertainty, in order to help them achieve their financial goals. You can trust us to provide objective, expert advice and solutions that deliver financial confidence. At Clear Path, your financial well-being is at the heart of everything we do.
We get to know who you are and what your financial needs are today, as well as your hopes and dreams for the future. We understand financial planning and investment management can feel overwhelming so we are here to provide customized guidance and care every step of the way.
When it comes to your finances, having a roadmap is key to making your dreams a reality and enjoying the sense of security about your future that you deserve. At Clear Path, we carefully design a financial plan that's right for you—and then we help you carry it out, every step of the way.
At Clear Path, our mission is to help make your vision for your ideal financial future a reality. When it comes to investments, we do this by putting your best interests first—not just because it's our fiduciary responsibility but because it's one of our core beliefs.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
The Financial Advisor(s) associated with this website may only discuss or transact business only with residents in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
