Pathlight Wealth Management : a private wealth advisory practice of Ameriprise Financial LLC

Our approach As experienced advisors with Ameriprise Financial, we focus on working with clients that require more complex financial planning. Over our years of experience, we have come to understand that there are four things we believe clients need and want from an advisor. They want an advisor that will “know me,” “guide me,” “protect me” and “value me.” To address those needs, at Pathlight Wealth Management, our approach to financial planning starts with your goals and values, not just the numbers. We will work with you to thoroughly understand what you want and expect from life and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long-term. We understand that a financial planning relationship is not just about the numbers, it is about understanding your hopes and dreams for the future and how professional guidance can help you get there. We appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan accounts for protecting your hard work. Awards & Recognition: Forbes Best-in-State Wealth Advisors, 2018-2023 Ameriprise Circle of Success, 2012, 2014-2022 Community Participation: Central Pennsylvania Food Bank Habitat for Humanity Jump Street Special Olympics Whispering Rise Farm & Animal Sanctuary HMMS Youth Soccer Association United Methodist Homes for Children Please visit: http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media