Service Partners

ClearPath provides a wide array of wealth management services to provide for a complete wealth management solution. We understand how time consuming and frustrating it can be to coordinate multiple service professionals. As a result, we built a comprehensive solution that incorporates Best of Breed experts in one or all of the following services: tax planning and preparation, estate planning, insurance analysis, mortgage financing, banking & lending, start-up formation, venture development, account aggregation, research and alternative investments.

The synergies that come from the investment management team working with these other professionals translate into a more efficient experience for each client. These are just a small example of our provider network.