Pathways Wealth Management, Inc.

Overview

Pathways Wealth Management, Inc. is an independent registered investment adviser that provides fee-based wealth management and planning services to both individual/family and institutional clients. The firm is structured as a corporation, is owner-controlled at the individual level, and lists percentage-of-AUM fees as its primary billing model. Pathways is not organized as a capital allocator and does not identify as an active ESG investor. Service lines emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. The firm also offers pension consulting services. According to its filings, Pathways operates under a single-state registration profile while delivering both discretionary and non-discretionary investment authority to clients.

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