Pathway Statements
Mission | Vision | Values
With backgrounds in coportate auditing, individual and business income tax accounting, clinical counseling and entrepreneurship, our team is uniquely positioned to be your financial partners. Brock and Luke both grew up in Elkhart and have chosen to raise their families in this community.
MISSION
Life is a journey. It has twists and turns, upsets and joys that are unique to you. At Pathway, we believe that your wealth has a job to do, and that is to help you live your highest values.
VISION
Through listening, planning and tax-smart investment strategies, we walk the path with our clients to help them achieve their goals.
VALUES
We value honesty and integrity. We will know that we're meeting your needs when we've established a fluid working relationship allowing collaboration and honest feedback. We value our independence. We have the option to seek out solutions from any of the multitude of insurance carriers, investment companies, alternative asset managers, private equity offices or real estate investment companies. We have been around long enough to know who to connect you with when you have unique interests and investment ideas. "Sophisticated wealth planning is more than a Google search"
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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