Retirepath Wealth, LLC

Overview

Retirepath Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee arrangements include both a percentage-of-assets model and fixed fees. Retirepath does not describe itself as an active ESG investor, it is not a multi-state adviser, and it does not identify as a pension consultant or related adviser. The firm lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices