What We Do

At RightPath™ Investments & Financial Planning, we provide coordinated yet modular services, allowing you to select precisely the assistance that you need to create the financial lifestyle that you want. Beginning with a sound financial plan, we can help you manage your investments—and, more broadly, your wealth—to achieve that lifestyle:

• Financial Planning: Your Roadmap to Success
  Most likely, you have a strong sense of what is important to you about your money and what dreams and priorities you want to achieve. Our financial planning services help you to explore and broaden that awareness with a specific target in mind: to help you design a financial road map that relies upon practical, lifestyle steps that you can take toward achieving realistic goals.
• Investment Consulting: Institutional-Style Investment Management for Your Portfolio
  Next, we can help you manage the investments that will be required to carry out your financial plan. RightPath™ Investments accomplishes that task by providing you with prudent, effective and efficient institutional-style management. That means each investor can take advantage of state-of-the-art asset allocation techniques and cost-savings approaches. Also, we do not chase the latest fads and "hot" managers. Instead, we help you invest for the long term, seeking returns consistent with your lifetime goals and your tolerance for the variety of risks inherent in the markets.
• Wealth Management: A Coordinated Approach
  Whether you are looking to meet individual financial needs—or those of your family—or you have a broader scope in mind, such as employee pensions or foundation management, it makes sense to coordinate your financial planning and investment management with other aspects of your financial lifestyle. These issues may include estate planning, insurance, private banking, charitable giving and wealth counseling. Through both in-house and partnering arrangements, RightPath can help you bring all of these details together.

In addition to the fundamental financial services that we provide, RightPath makes it a point to provide clear philosophical approaches that meet a range of investor needs.

• Fee-Only Services: Placing Your Interests First
  The manner in which you are charged for financial services can have a big impact on the success of your plan—and your relationship with your adviser. We use a fee-only approach because we believe it places the right person's interests at the heart of the plan: yours.
• Values-Based Investing: An Option for Integrating Your Principles
  More and more investors—from individuals to large foundations—are discovering that it makes sense to coordinate their financial choices with their personal or institutional values. This process, commonly called "socially responsible" or "values-based" investing, allows you to invest in a manner that reinforces your beliefs. Not only is this approach personally rewarding, several studies suggest that it offers financial benefits, as well.