Who We Help
At Lightpath, our clients are all following paths unique to them. Each has an interesting, individual story to tell—and the need for a personalized approach to investing and finance.
Financial Planning Designed Around You
We partner with clients from all walks of life. Our clients are disciplined savers and goal-oriented couples and individuals who are committed to following through with an investment and financial plan to achieve their life financial goals and objectives. They are fun loving, humble, dedicated and persistent people who seek a long-term relationship with a financial partner to help manage their personal finances and investments on an ongoing basis.
At Lightpath Wealth Advisors, we seek to earn your trust by developing a relationship over time and consistently executing a financial and investment plan designed to help you achieve and maintain financial security in an uncertain world. It is our hope that our relationship with you – and all of our clients – will endure throughout our lifetimes.
Here are a few profiles of the types of clients that we enjoy working with: