How does the advisor help clients – Key Takeaways:
LIGHTPATH WEALTH & TAX ADVISORS offers a range of financial services to help their clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized solutions to suit each client’s unique needs and objectives. Their approach combines financial expertise with a deep understanding of tax laws and regulations, making them a valuable resource for clients seeking holistic financial guidance.
Facts and Insights:
As of 2020, LIGHTPATH WEALTH & TAX ADVISORS has over $50 million in assets under management and a team of 8 skilled advisors. With over 10 years of experience in the industry, they have built a reputation for their comprehensive and customized approach to financial planning and tax services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2009 |
|---|---|
| Assets Under Management | $50 million |
| Number of Advisors | 8 |
Financial Services Offered:
LIGHTPATH WEALTH & TAX ADVISORS offers a range of financial services to individuals, families, and small businesses. These include but are not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education funding
Client Types:
The advisors at LIGHTPATH WEALTH & TAX ADVISORS work with a diverse range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Solo practitioners
- Retirees
- Non-profit organizations
Fees & Compensation:
LIGHTPATH WEALTH & TAX ADVISORS operates under a fee-based compensation structure, meaning they earn fees based on a percentage of assets under management. This ensures that their interests are aligned with their clients, as they aim to increase the value of their clients’ portfolios. They are transparent about their fees and do not charge any hidden or additional fees.
Background:
LIGHTPATH WEALTH & TAX ADVISORS was founded in 2009 by a team of financial professionals with over 20 years of combined experience in the industry. Their mission is to provide comprehensive and integrated financial planning and tax services to help their clients achieve their financial goals. Their approach is centered on building long-term relationships with their clients and providing personalized solutions that evolve with their changing needs.
Financial Advisor Disclosures to Know:
Like all registered financial advisors, LIGHTPATH WEALTH & TAX ADVISORS is required to disclose any potential conflicts of interest or disciplinary actions. As of 2020, they have a clean disciplinary record and do not have any disclosures to report. They prioritize the best interest of their clients and adhere to strict ethical standards in their practice.