Corepath Wealth Partners LLC

CorePath Wealth Partners LLC is a registered investment advisor established in December 2018, offering investment advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides individualized services falling into Investment Management Services and Financial Planning Services, acting as a fiduciary to clients. Investment Management Services include discretionary investment management, financial planning, and the use of various investment types. Financial Planning Services encompass a range of financial planning areas tailored to clients' goals and objectives. CorePath also provides retirement plan advisory services, assisting plan sponsors in meeting fiduciary obligations. The firm does not charge performance-based fees and generally has discretion over client investments. CorePath does not accept custody of client accounts, except for limited circumstances related to fee deductions and money movement authorization. The firm has a Privacy Policy in place to protect client information and shares information with third parties only for servicing client accounts. Clients can limit the sharing of their information and have the right to access the firm's Privacy Policy annually. For any questions or concerns, clients can contact CorePath at (480) 448-0334.