Kelly Schwedler's Contact Details

Kelly Schwedler's Company Details

Pathfinder Wealth Consulting

Wilmington, NC, US • 10 - 19 Employees
Financial Services

Pathfinder Wealth Consulting4018 Oleander Drive, Suite 102Wilmington, NC 28403910-793-0616Formed in 2005 after we got frustrated working for a company that tried to dictate the types of investments we could offer to our clients. We decided to set out on our own path and create a firm we thought was needed in this day and age of rushed and impersonal service. Our staff want to help clients feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, & professional manner. We take pride in our team approach and our client service.Our comprehensive financial planning model allows us to assist in many facets of a client's financial life. Our guidance helps clients decide what strategies they need to pursue and our expertise helps clients decide which products & services are their best choice. It became clear that we needed to have access to a multitude of non-proprietary, high-quality products & services. That's exactly what we offer. It is our commitment to help you search for the best fit for your needs and there is no investment, insurance policy, or any single product that is right for everyone. Money is a difficult subject to discuss and the choices you have to make about it can be overwhelming. That's why it is an honor that you trust us to help you manage it effectively. While we offer a multitude of financial services, our mission is to enhance people's lives and help them find their financial path to success.Advisory services offered through Commonwealth Financial Network® a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html