THE WEALTHPATH DIFFERENCE
WealthPath Investment Advisors is an independent investment firm headquartered in Rogers, Arkansas and Little Rock, Arkansas. WealthPath was founded in 2011 to help families and businesses precisely navigate investment decisions by providing integrated financial planning and institutional style retirement plan solutions.
Our clients benefit from the convergence of our unique capabilities as an integrated investment advisory firm and a boutique collective fund manager all while utilizing the resources of Pensionmark, a fiduciary retirement plan leader with billions in advised assets and thousands of clients.
HOW WE SERVE
We provide investment planning, manage tax-efficient and risk-based portfolios, design and oversee retirement plans, and provide proprietary third-party asset management to financial advisors nationwide. Inside qualified retirement plans, we offer five WealthPath Smart Risk collective funds.
INDIVIDUALS, FAMILIES, AND FOUNDATIONS
Learn how we can optimize your current portfolio for risk and growth, protect your family with insurance, and work with you to help achieve a goal-based financial plan.
COMPANIES AND ORGANIZATIONS
Connect to learn how we help mitigate your fiduciary risk, streamline plan and benefits management, control costs, and improve your employees’ retirement outcomes.
INVESTMENT ADVISORS AND INSTITUTIONS
Contact us about our turnkey asset management program and how we manage your client accounts on custodial platforms with customized back office support.
With national headquarters in Santa Barbara, California, Pensionmark has over 65 locations nationwide, over 5,000 retirement plans under advisement, and over 350 advisors and staff. As of December 31, 2023, Pensionmark advisors and firms collectively provide support to over $55 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24 billion.
