Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
About Us
Philosophy and Guiding Principals
Clearpath Capital Management is committed to assisting its clients achieve their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan. You can rest assured that your engagement will receive dedicated and professional handling with the highest quality service possible.
Clearpath Capital Management is associated with one of the most prestigious independent broker / dealers in the United States. As an Investment Adviser Representative, we can assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The knowledge and resources available through our association to accomplish this are extensive, allowing us to customize a financial plan designed specifically for you.
Professional Traits and Expertise, Services and Benefits to Investors.
Using a wide array of products and services, Including discretionary fee-based accounts, fee based financial planning, stocks, bonds, mutual funds, insurance, annuities and trust services, we work diligently to find the best solutions for each client.