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Solutions for Business Owners

Financial Prosperity

Financial Prosperity

At Pathway Wealth Management, we provide you and your employees with the personalized support you need to understand your options, make smart choices, and get on the path to financial confidence. We aim to help our clients improve their chances of financial prosperity and reduce risk.

Smart Investments

Smart Investments

As 401(k) advisors, we have ample experience and training to assist our clients in making smart investment decisions. We develop investment strategies that work toward our clients' obligations and implement programs that increase our clients chances of having a financially comfortable retirement. 

Retirement Plans

Retirement Plans

We offer several different retirement plans to fit you and your employee's lives. With plans for your employees, self-employed investors and one-person businesses, we can help you find the plan that benefits everyone within your business.


Risk Fiduciary

Risk Fiduciary

As 401(k) advisors, we're here to help you protect yourself by managing fiduciary liability while helping you make decisions in your employees best interest. We aim to reduce your liability by taking on investment selection, monitoring, and replacement within your retirement plan, giving you an extra layer of legal protection.

Profit Sharing/ Cash Balance Plans

Profit Sharing/ Cash Balance Plans

A profit sharing plan allows you to give a share of your business profits to your employees. With a Cash Balance plan, you are able to credit your employees account with a set percentage of their annual salary as well as interest charges. These plans have various benefits for any type of business.

Schedule an Appointment

Schedule

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