Pathways Wealth Management, INC.

Pathways Wealth Management is a registered investment advisory firm based in Tipp City, Ohio, owned and operated by Dustin Beam. Pathways provides personalized investment management and financial planning services. The firm primarily builds portfolios using exchange-traded equity securities, mutual funds, exchange-traded funds, and various types of bonds and certificates of deposit. Pathways offers investment management on both discretionary (making trades without asking first) and non-discretionary bases, tailoring strategies to each client's individual financial situation, goals, and risk tolerance. In addition to investment management, Pathways offers standalone and comprehensive financial planning covering areas such as retirement, taxes, insurance, and estate planning. Note that Pathways's wrap fee program is currently closed to new clients and is maintained only for legacy accounts, though the firm accepts new clients under other arrangements described in its main regulatory filings. The firm operates under a legal obligation to act in your best interest when advising on retirement accounts.