Premier Path Wealth Partners
Financial ServicesView the employees at
Premier Path Wealth Partners-
Brian Glenn, CFA Director of Investments, Private Wealth Advisor
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New York City Metropolitan Area
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Rising Star
LINDA ROSA-KALATA Chief Administrative Officer, Chief Compliance Officer-
Morris County
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Rising Star
Patrick Regan Relationship Manager at Premier Path Wealth Partners-
Madison, New Jersey, United States
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Rising Star
Derek Wittjohann, CFP®, CPWA® Chief Operating Officer, Partner-
Florham Park, New Jersey, United States
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Rising Star
Michael Lehman CEO, Founding Partner of Premier Path Wealth Partners-
Madison, New Jersey, United States
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Rising Star
Overview
As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We learn about their financial objectives and understand the personal values that drive their decisions. We help them envision a practical way to support their passions and prepare for tomorrow and beyond. As a growing firm, we're looking to attract like-minded advisors who believe in our mission to perform at the highest level possible for our clients.
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