Your Path to a Brighter Financial Future Starts Here
We’re excited to help you get started on a solid path toward growing your wealth. Whether you are a conscientious saver who’s new to investing, or a seasoned investor searching for a convenient, low-cost portfolio management option, we think you’ll be delighted with what wealthpath has to offer.
The minimum amount needed to open a wealthpath account is $50,000. Please start by providing us with some preliminary information about you. You will then be able to either set up a call to speak with an advisor or continue the process by filling out your personal, two-dimensional risk profile.