Strategic Asset Management & Tax Planning
Providing tax smart investment and wealth strategies that can make a difference in YOUR life.
The Pathway Experience
The Interview
Getting to know you
The Asset Matrix
Reviewing your entire financial landscape
Solutions Presentation
Findings, recommendations, questions
Implementation
Focus on the results and execution
Periodic Review
Evaluating the journey and addressing any changes to the goals
Services
…or Call Us At (574) 264-0395
Financial Planning
A unique financial plan is customized to fit each family's situation, values and goals.
Investment Management
We will formulate a plan based on your needs for accumulation or dependable retirement income.
Estate Planning
Whether your needs are simple or advanced, we are committed to helping protect and preserve your wealth while minimizing tax exposure
Tax Planning
Brock has a unique perspective as a CPA, tax planner and investment advisor, helping to make your investments work together as efficiently as possible.
Our Team
The Hometown Advisors with Uncommon Qualifications
Brock Weaver, CPA, CFP
Founder, President
Certified Public Accountant since 1995, Certified Financial Planner since 2000. FINRA series 7 and 66 since 1997. Works with individuals and businesses to create financial and tax strategies
Krista Jay
Client Relations Manager
Administrative Assistant, office manager. Krista has been with Pathway Asset for 5 years. She manages all of the front office tasks, communicates with clients and vendors and keeps things moving in the correct direction. Krista lives in Michigan with her husband and daughter with whom she enjoys spending her free time.
It’s not just about the money. You deserve to enjoy your life too.
High Integrity
Financial Integration
Personal Connection
Educational Approach
Memberships & Assocations
719 Bristol St. Elkhart, IN 46514
Explore and navigate your world.
Registered Representative, securities and advisory services offered through Harbour Investments, Inc., a broker-dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Securities and Advisory Services offered through Harbour Investment, Inc. Pathway Asset & Tax Advisory & Harbour Investments are not Affiliated. Harbour Investments does not offer tax services.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IL, IN, MI, NM, NC OH, SC, TN, TX. No offers may be made or accepted from any resident outside the specific states referenced.
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