Pathway Asset & Tax Advisory

Overview

Pathway Asset & Tax Advisory is organized as a corporation and appears to operate as a small, individualized advisory and service business. The firm is owned by an individual and identifies itself as a capital allocator, combining advisory work with accounting and insurance-brokerage activities. Its stated advisory services include portfolio management for individuals and small businesses, the selection of other advisers, and pension consulting services. Compensation is structured as a percentage of assets under management and through hourly fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Industry affiliations include broker‑dealer, accountant, and insurance company relationships, indicating a mix of fiduciary advice and insurance/accounting services rather than a pure asset-management focus.

Assets & Accounts

Investments & Alternatives

Location & Offices