Let us discover your path together.
Our Story
We created Pathfinder Wealth Advisors to meet the unique planning needs of each individual. We do the most important thing an advisor can do…we guide you on the path to a successful life.
Many advisors proclaim that “We specialize in “Retirees” or “Women” or “Executives.” Instead of pre-conceived assumptions based upon your age, gender, or profession, we listen to your personal story.
We learn about you and your family and the issues you face both personal and financial. We work with you to understand what concerns you and what you want to accomplish. Pathfinder is different from other advisors because:
We focus on you and your goals!
Our Process
Our Team
Josephine LaSpina Trotta
MBA
President & CEO
Maria LaSpina
FPQP™
Director of Client Services
Pathfinder Wealth Advisors, LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its “Firm Brochure”, (Form ADV, Part 2A). A copy of this Brochure may be received by contacting the company at (216) 236-6702 or Download the Brochure Here. Our Client Releationship Summary can be downloaded here.