Company Research Report: ClearPath Wealth Strategies, LLC

Company Overview

• Name: ClearPath Wealth Strategies, LLC

• Mission of the Company: ClearPath aims to empower individuals to take control of their financial situation before, during, and after career transitions by providing guidance on financial options and strategies.

• Founded By: No information is available.

• Key People:

• Trevor Houston: Founder & CEO

• Mark Elder: President & Founder

• Darnell Johnson, CLTC®: President & Founder

• Hope Azin Menguita: Director of Marketing

• Headquarters: 2600 Network Blvd Suite 130, Frisco, TX 75034

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Assisting job seekers with financial strategies during career transitions, specializing in 401(k) rollovers and long-term retirement planning.

Products and Services

• Services Offered:

• Financial planning for individuals transitioning in their careers.

• Retirement planning and 401(k) rollover guidance.

• Wealth protection and growth strategies for individuals and families.

• Customized financial strategies based on client needs and tolerance for risk.

• High-Level Description of Services:

• Discover: Initial meetings to learn about the client’s financial picture and goals.

• Design: Providing a tailored financial strategy based on the client’s needs.

• Deliver: Ongoing service and planning for various life events, both expected and unexpected.

• Key Features:

• Personal guidance with no minimum investment requirements.

• Opportunities to manage old 401(k) accounts.

• Diverse investment opportunities with no hidden fees.

• Continuously updated and flexible strategies to align with market changes and client needs.

Recent Developments

• New Products Launched: No information is available.

• New Features Added: No information is available.

• Partnerships: No recent partnerships mentioned.

• Other Developments:

• The company has enhanced its digital marketing strategy to adapt to changes brought on by the pandemic, focusing on creating organic traffic and leveraging technology to increase efficiency.

Conclusion

ClearPath Wealth Strategies is dedicated to helping job seekers and individuals in financial transitions by providing comprehensive financial planning services. With a focus on retirement planning and 401(k) strategies, the company offers tailored solutions to meet the needs of their clients. The leadership team, led by Trevor Houston and Mark Elder, emphasizes ethical practices, client education, and community service, making ClearPath a trusted partner in financial stability and growth.