Welcome to Pathfinder Wealth Consulting

We are an independent financial services firm that has been helping the good people of Wilmington, North Carolina, establish and maintain their long-term financial goals since 1994.

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in Pathfinder Wealth Consulting and sincerely look forward to serving you.

If you are a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the financial markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).




LATEST PATHFINDER BLOG POST
August 15, 2014
Taking On Risk
By Jason Wheeler

If you could earn and save enough money to meet all of your future financial obligations without taking any risk, would you?

I think it’s important to understand risk taking.

I read an interesting research study recently that listed three major risk domains (along with some subdomains within each major category). They are as follows:

A) Physical status: health and safety risk
B) Lifestyle: social and recreational risk
C) Livelihood: career and finance risk

I appreciate this perspective because it allows me to illustrate some very important behavioral issues when assisting clients with their financial decisions.

Read more


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The Financial Professionals of Pathfinder Wealth Consulting are Registered Representatives and Investment Adviser Representatives with/and Offer Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser
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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
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