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.