Pathways Financial Partners has some exciting news.
Welcome.
We at Pathway are still very much where we’ve been for 30 years, right here in Tucson, only we’ve recently partnered with Northern-California-based Allworth Financial.
Because Allworth Financial is a 27-year old, award-winning investment advisory firm that mirrors the client-first approach of Pathway Financial Partners, this decision was an easy one.
The only changes for us here at Pathway are a new name and an upgraded website, along with other modern technologies, all of which we’ve adopted so we can better serve you, and so we can seamlessly add additional financial services such as tax and estate planning in the future.
You've been re-directed to the Allworth Financial site, where you’ll find all of us from Pathway Financial Partners waiting for the opportunity to work with you to meet your investment and financial needs and to help you retire better.
And if you're looking for our Mind Over Money podcast, you can still listen to it by clicking here.
Thank you, and we’ll see you soon!
To learn more about Allworth Financial, click here.
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Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 12/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $10 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
