Sharing Your Vision

“The best way to predict your future is to create it.” ~ Abraham Lincoln

Sharing Your Vision
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About The Pathlight Advisors Team

We know it’s not easy for investors to build a trusted relationship with advisors they can count on. That’s why our advice is grounded in our planning experience and a goals-driven approach. And we are proud to provide something beyond this.

For Individuals

You only get one life. It’s up to you to make the most of it. Our family office experience helps you achieve clarity, confidence and structure to help you achieve your goals.

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For Participants

We pride ourselves on providing practical and meaningful tools designed to elicit better outcomes for you as a participant in your organization’s retirement plan. When investors fail to plan, their plan may fail. Pathlight Advisors believes a retirement plan is successful when it promotes the retirement readiness of participants it serves.

Fiduciary

As the plan sponsor of your qualified retirement benefit you are a fiduciary. According to the Department of Labor, plan sponsors are required to have a “prudent expert” responsible for their retirement plan. Our team will help you reduce your fiduciary liability by providing regular reviews, benchmarking and updates regarding public policy and industry litigation.
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Pathlight Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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