Why Path Matters

Path Matters delivers tailored solutions that help each of our clients achieve their lifetime spending goals while also optimizing multi generational wealth transfer, philanthropy and estate tax management. We draw on our team's extensive experience and deep knowledge to create bespoke plans and customized investment portfolios for each client. We think and act as fiduciaries and love what we do. Our planning capabilities are second to none and are available to our clients free of charge. If you want to pre-experience your financial future and assess the critical trade-offs you may face, we welcome the opportunity to be of service to you.