Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance and an array of financial planning and wealth management services that can be personalized to fit your situation.
Financial Planning Designed Around You
Our comprehensive wealth management approach strives to help each client build a complete plan. As your trusted advisor, our goal is to help you achieve your goals.
True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all aspects of your financial life in order to achieve the life goals you want as efficiently and effectively as possible.
This may include: