IT'S TIME TO TAKE A NEW PATH

IT'S TIME TO TAKE A NEW PATH

Over the last 25 years, we have found that people’s financial decisions are increasingly connected—or sometimes disconnected—from the experiences and memories they wish to create for themselves, their loved ones, and their health and wellbeing. As we navigate through life, it’s clear that financial planning is about more than just numbers. It’s about ensuring that your wealth enables you to live fully, creating meaningful experiences and securing your health and happiness.

aligning the life you want

The Path

The first step is a simple, open conversation. This is about understanding your dreams, values, and what matters most to you. We’ll talk about your goals, the memories you want to create, and the financial stability you need to support your vision. This isn’t a one-size-fits-all process—it’s entirely tailored to you.

the path

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the path ✦

real wealth is health

health

Once we understand your goals, we ensure your health is part of the plan. Private healthcare options, from tailored insurance packages to healthcare advocacy, all integrated into your wellbeing strategy. Your financial plan should support your physical and mental health, ensuring a long, healthy life for you and your family.

health

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health ✦

a positive mindset

wellness

After ensuring your healthcare is secured, we turn inward. Our mindset coaching will help you stay aligned with your goals and foster a positive relationship with money and wellbeing. Through personal coaching, you’ll be able to make decisions that honor your values and create lasting peace of mind for yourself and your loved ones.

wellness

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wellness ✦

Connecting your wealth and wellbeing

retreats & experiences

Experience the transformative benefits of W&Co. Wellbeing, from our exclusive annual entrepreneurial retreat—designed to inspire personal and professional growth through wellness and mindset coaching—to tailored private healthcare, including preventative MRI scans. We’ll help you build meaningful connections and ensure your health, wealth, and wellbeing are aligned for a thriving future.

experiences

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experiences ✦

  • "The more we enjoy what we are building, the more we want to be around to enjoy it."

    This is your invitation to take a new path.

CHANGE YOUR PATH

We’d love to hear from you. Whether you have a question, want or want to learn more about how to get involved with Path.