Our Services
"Trust, Integrity & Service"
Have you ever wondered who your financial advisor really works for, you or the firm? Our goal is your success in your financial life. We work strictly for you. We focus on one bottom line: yours.
Pathway Wealth Management is a comprehensive financial services firm committed to helping our clients work towards their long-term financial goals. Our customized programs are designed with the goal to help grow and protect our client's wealth by delivering an unprecedented level of personalized service and experience. Regardless of whether you are experienced with financial planning, or you are new to this process, we will guide you, step-by-step, through the process. Remember...
We are on life's journey with you
We offer assistance in the following areas:
- Investment Management
- Retirement Planning
- Cash Flow Analysis
- RMD's and Withdrawal Strategies
- Social Security Analysis
- Insurance Solutions
- Estate Planning
- Tax Planning
- Second Opinions
- Beneficiary Review
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or if you would like more information about our firm, please feel free to email us or call us at (228) 314-3011 or toll-free at (866) 389-2479. We look forward to hearing from you.