About Us

Pathway Legacy, we are more than just wealth managers – we are stewards of a legacy built on trust, shared values, and a commitment to future generations. As a privately held family office, our mission is to safeguard and grow our family’s wealth while maintaining the principles that define our heritage. Founded on the belief that financial success is best paired with purpose, we provide a comprehensive suite of services tailored to meet the unique needs of our family and its enterprises. From investment management and estate planning to philanthropic strategy and lifestyle services, we ensure a holistic approach to managing wealth and fostering growth across generations. Our team of experienced professionals combines deep industry expertise with a personal understanding of our family’s goals. With a focus on innovation, sustainability, and collaboration, we navigate an ever-changing financial landscape, ensuring our family’s interests remain protected and aligned with our long-term vision. At Pathway Legacy, we are not just planning for today – we are building a legacy that will endure, thrive, and inspire for generations to come.