Pathstone CEO Matt Fleissig was recently featured in Forbes, where he shared insights on the evolving landscape of wealth management and how firms can differentiate themselves in a changing industry.
The article highlights Pathstone’s client-first approach, including our unbundled service model, commitment to community-building, and the strategic use of technology. Matt discusses how wealth management is shifting beyond traditional advisory services, offering greater flexibility, deeper client relationships, and values-driven investment strategies.
Read the full article here.
Start a Conversation
Your path,
Your priorities.
Whether you’re a multigenerational family, a family office, or institution, we provide expertise from across the country for your specific needs.
We look forward to learning more about your ambitions, goals, and visions for where you want to head next.
Ready to start a conversation?
We look forward to learning more about your ambitions, goals, and visions for where you want to head next.