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Thorough. Adaptive. Responsive. Empathetic.

Pathlight Wealth Management will help you pursue your financial goals so you can take care of the rest.

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Services
What We Do

 At the heart of Pathlight, our approach is a collaborative financial planning process designed to help you realize your life ambitions through comprehensive financial guidance. We recognize the unique connection between your personal and financial matters and develop a customized strategy suited to your individual needs.

Retirement Planning

Retirement Planning

Creating strategies to ensure your assets last for as long as you need them to.

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Tax Planning

Tax Planning

We'll ensure tax considerations are factored into all your investment and planning decisions.

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Estate Planning

Estate Planning

We'll safeguard your legacy for the generations ahead.

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Investment Planning

Investment Planning

Managing portfolios with precision and care.

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Business Planning

Business Planning

Let's set your business on the path to growth and success.

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Insurance Planning

Insurance Planning

Whatever the risk, we can help you mitigate it to ensure protection and peace of mind.

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Why Pathlight Wealth Management?

Helping clients pursue their personal and family goals.

Robert Shabkie, CFP<sup>&#174;</sup>, J.D., LL.M.

Robert Shabkie, CFP®, J.D., LL.M.

"Navigating markets and meeting financial goals can be difficult alone. I will work closely with you to build and maintain a customized wealth plan."

Pathlight Wealth Management&#160;

Pathlight Wealth Management 

"Wealth management and financial planning starts with understanding your goals, your money, and how those will intersect both now and In the future."

Robert Shabkie, CFP<sup>&#174;</sup>, J.D., LL.M.

Robert Shabkie, CFP®, J.D., LL.M.

"The best time to plant a tree is 20 years ago. The 2nd best time is now"

Let's Talk.
The Time Is Now.

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Aurora Team