Broker Check

Investment Planning

I believe every client's investment strategy should be tailored to their individual financial plan, regardless of their career stage or retirement status. Together, we will find the optimal mix of investments which align with your goals and risk tolerance, while keeping costs as low as possible. Throughout our partnership, I will regularly monitor the performance of your investments to ensure they stay in line with your objectives and timeline. My focus is always on meeting your needs, both in the short and long term, with a fully customized plan.

Educational Insights

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
Learn More
A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More

Contact Pathlight Wealth Management

We can help you pursue your financial goals so you can take care of the rest.

Contact Us