PathWise

History

In 2014 Ryan Wells and Arek Puzia met and decided to build the ideal financial planning firm.

Specialties

Everyone at PathWise is here for the same reason -- YOU. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals, and never to be forgotten, your personal dreams. Our mission is to deliver exceptional advice, planning and service to help you live a balanced, meaningful and more authentic life. We accomplish this by bringing your financial plan to life through the power of collaboration - working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow you to make effortless decisions. We help you see how all the pieces of your life fit together and contribute to your overall well being. We're passionate about inspiring great lives and helping you align and integrate aspects from your financial, social, family and work lives. While we truly appreciate any and all feedback on our services, unfortunately the use of testimonials, which include any statement of a client's experience with the adviser or a client's endorsement of the adviser are prohibited under the Investment Advisers Act (Section 206).