Our Ideal Clients

Choosing a trusted Financial Partner is a big decision. We don't take decisions around relationships lightly and we respect those who feel the same way. The truth is, choosing who you put your trust and faith in to help you navigate your retirement transition and carry out that plan through retirement, is possibly more important than any other decision you'll make about retirement. It's important to place an intrinsic value on honesty, transparency, experience, wisdom, service, ease of communication, and chemistry.

At Pathway, we are very cognizant of the fact we cannot be all things to all people, but we can be all things to some people. To truly invest time in our clients by really getting to know them and do all the necessary planning, we can only take on about 6 - 9 new client relationships a year. It's important to us to have what we simply refer to as chemistry. 

Perhaps the most important revelation to us over the years has been we provide the most value to those with whom we are philosophically aligned. As such, we aim to enter professional relationships only with people with whom we are a seamless fit. This fit is determined primarily by whether someone's attitudinal qualities are aligned with ours. By operating in this way, we are able to be all things to the select group of people who matter most: our Ideal Clients.