MADISON, N.J.--(BUSINESS WIRE)--Independent, partner-owned wealth advisory firm Premier Path Wealth Partners is delighted to commemorate its one-year anniversary. Since its inception, Premier Path has stood as a beacon of financial expertise and personalized guidance, helping families of multi-generational wealth, successful senior executives, and driven entrepreneurs navigate the complexities of wealth management with unwavering dedication.
“Serving our clients with integrity and transparency is our privilege, and our independence is essential to delivering tailored solutions that truly meet their needs,” said Michael Lehman, Co-Founder and CEO of Premier Path. “This autonomy helps us forge deeper relationships with entrepreneurial clients, allowing us to better understand and address their unique challenges and goals. We are incredibly proud to celebrate this milestone in our journey.”
"In the past year, we’ve established our brand and expanded our team of talented professionals dedicated to aligning with our clients’ needs,” said Derek Wittjohann, partner and Chief Operating Officer. “We've promoted investment industry expert Brian Glenn to Chief Investment Officer. With assets under management surpassing $900 million, we’re poised to continue this momentum. We are actively looking for like-minded advisors to join our team.”
In commemoration of its one-year anniversary, Premier Path Wealth Partners extends its gratitude to clients, partners, and the community for their unwavering support. The firm looks forward to many more years of empowering clients to navigate the path to financial success with confidence and clarity.
About Premier Path Wealth Partners: Premier Path Wealth Partners is the premier wealth management firm and a trusted advisor to families of multi-generational wealth, successful senior executives, and driven entrepreneurs. The firm is an independent, partner-owned, highly-experienced advisory that helps clients navigate the challenges of wealth preservation and growth in a dynamic economic environment. Based in Madison, New Jersey, the firm operates as a registered investment advisor (RIA). Learn more about Premier Path Wealth Partners at premierpath.com.
