Pathfinder Wealth Management, Inc. is an SEC Registered Investment Advisor based in Rockford, IL. We are committed to putting our client’s interest first by creating long-term investment strategies that allow investors to focus on their own personal interests, undistracted by daily and weekly movements of the financial markets.
Our models are customized to each individuals needs and goals. We want to focus on the true purpose for your money, which can only be achieved through a coaching process that helps to get a laser-focus on that purpose. Our desire is to create a holistic plan that incorporates investments, retirement, estate, and tax planning.
Our belief is that the best investment plan is not based on emotion, fear, greed, fad, or the chance of outsmarting the market. The best investment plan is based on science.