Pathfinder Wealth Management, Inc. is an Illinois State Registered Investment Advisor based in Rockford, IL. We are committed to putting our client’s interest first by creating long-term investment strategies that allow investors to focus on their own personal interests, uninterrupted by daily and weekly movements of the financial markets. Pathfinder Wealth Management models are customized to each individuals needs and goals. We want to focus on the true purpose for our client’s money, which can only be achieved through a coaching process that helps to get a laser-focus on that purpose. Our desire is to create a holistic plan that incorporates investments, retirement, estate, and tax planning. Our belief is that the best investment plan is not based on emotion, fear, greed, fad, or the chance of outsmarting the market. The best investment plan is based on science.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. For each of our clients we strive to help create financial stability and security to provide financial independence.
Specialties
Investments, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning, Financial Consulting
