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Helping Clients Prudently Manage Their Resources

Our goal is to provide personalized financial planning services tailored to each client's unique needs, ensuring they make informed decisions for their financial future

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<sup>About Us</sup>Someone You Can Trust

About UsSomeone You Can Trust

At Pathway Wealth Management, our mission is to help our clients achieve financial independence through personalized planning. We dedicate time to understand our clients' goals, objectives, time horizon, and risk tolerance, assisting them in making suitable financial decisions for their future. We strive to build long-term relationships with our clients as their trusted and knowledgeable advisors. We accomplish this by providing education, training, integrity, and outstanding client service.

<sup>How We Help<br/></sup>Your Dreams Matter and Your Future is Our Priority<br/>

How We Help
Your Dreams Matter and Your Future is Our Priority

We specialize in helping individuals develop sound retirement strategies. Whether you are retired or approaching retirement, we invite you to explore our website and discover the wealth of information we offer. Our personalized, hands-on service aims to educate clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today, especially the concern of outliving one's money. That's why we focus on money management and other critical issues for your financial well-being.

Smart Investments

Maximize your 401(k) potential with our expert advisors who ensure smart investment decisions and a financially secure retirement for you and your employees.

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Retirement Plans

Explore retirement savings options like SEP IRAs, owner-only 401(k) plans, and employee-focused retirement plans to maximize your savings potential and secure a comfortable future for you and your employees with Pathway Wealth Management.

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Risk Fiduciary

Mitigate fiduciary liability and navigate complex regulations with our 401(k) advisors, who specialize in selecting, monitoring, and replacing investments within your retirement plan, ensuring your employees' best interests are prioritized while providing you with legal protection and peace of mind.

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Cash Balance Plans

Empower your employees to save for retirement while sharing in your business's success with a profit sharing plan, offering flexibility in contributions and the potential to save up to $58,000 per year in personal retirement savings, all while providing tax benefits for your business.

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<sup>Who We Are</sup>Helping You Navigate the Complex World of Finance

Who We AreHelping You Navigate the Complex World of Finance

Our approach to financial planning is deeply rooted in our personal experiences. Witnessing friends and family struggle to find the right guidance for their financial future inspired us to become financial professionals. With our expertise in personal finance and training as financial advisors, we aim to help people prepare for their future with confidence. Over the years, we have built a reputation for simplifying complex financial concepts, making them accessible to all, and empowering individuals to pursue their financial goals. We are deeply committed to serving our community.

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<sup>Why Work With Us</sup>Tailored Approach to Your Goals

Why Work With UsTailored Approach to Your Goals

At Pathway Wealth Management, we understand that each individual has unique financial goals and challenges. That's why we take a tailored approach to your goals, focusing on your specific needs, wants, and long-term objectives. Whether you're investing to build wealth, protect your family, or preserve your assets, we can help you navigate the complexities of financial planning with confidence.

Our personalized service is designed to address your most pressing financial questions, whether you're facing retirement or looking to better understand certain investment ideas. We're here to guide you every step of the way, providing you with the knowledge and support you need to make informed decisions about your financial future.

InsightsKnowledge Leads To Financial Freedom

Knowledge is the key to financial freedom. Explore our curated list of helpful links to find information that aligns with your interests. If you have suggestions for additional links that would be beneficial, please email us to let us know.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

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What's So Great About a Rollover?

What's So Great About a Rollover?

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All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

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Contact UsIf You Can Dream It,
You Can Do It

Ready to turn your financial dreams into reality? Contact us today and let's start planning your path to financial success together.

Riverside Office
11801 Pierce St Suite 200
Riverside, CA 92505

San Jacinto Office 
1695 S San Jacinto Ave STE M
Hemet, CA 92583

Torrance Office
21253 Hawthorne Blvd A-10
Torrance, CA 90503

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