With financial confidence, security follows. We are your trusted advisors, providing the financial experience, planning, and direction you need for lasting prosperity. We are here to guide you forward.
Two office locations to serve you:
4018 Oleander Drive, Suite 102
Wilmington, NC 28403
910-793-0616
121 Edinburgh South Drive, Suite 208
Cary, NC 27511
919-463-0018
Pathfinder Wealth Consulting was formed in 2005 by Robert Penn and Jason Wheeler, after leaving a large Wall Street firm so they could focus on their clients’ needs and not corporate shareholders. Committed to developing a more personal long-term planning experience, the duo teamed up to help families achieve financial confidence through education and smart planning – no matter life’s path.
Whichever path you take through life, our mission is to make sure you are financially prepared for the journey.
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Company Details
- Employees
- 18
- Founded
- 2005
- Address
- 4018 Oleander Drive, Suite 102, Wilmington,nc 28403,united States
- Phone
- +1 910 793-0616
- ja****@****rwc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pwcpath.com
- Keywords
- comprehensive financial planning, wealth management services, investment management services, retirement planning, life insurance, disability insurance, long term care insurance, estate planning, tax planning strategies.
- HQ
- Wilmington, NC
Pathfinder Wealth Consulting Questions
Pathfinder Wealth Consulting's helpline number is +1 910 793-0616
Pathfinder Wealth Consulting's website is pwcpath.com
Pathfinder Wealth Consulting's LinkedIn profile is https://www.linkedin.com/company/pathfinder-wealth-consulting
Pathfinder Wealth Consulting has
18 employees.
View email and phone details for 18
employees at Pathfinder Wealth Consulting.
Pathfinder Wealth Consulting's industry is
Financial Services
Pathfinder Wealth Consulting's top competitors are
Ncino,
Hilltop Wealth Advisors,
Sound Harbor Wealth Partners,
Grafton Funding,
Apiture,
Live Oak Bank,
Captrust,
Wealth Insight Partners,
Tilia Fiduciary Partners, Inc.,
Compunnel Inc..
Pathfinder Wealth Consulting's support email address is jason@pathfinderwc.com
Pathfinder Wealth Consulting's categories are Financial Services
Pathfinder Wealth Consulting's founding year is 2005
