ClearPath Wealth Management

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/01/2026

You're invited to our virtual event, Planning for Health Care in Retirement: A guide to covering your medical expenses, on September 10th from 11:00-11:30 a.m. CT. Visit our website to RSVP.

08/31/2026

Join us in congratulating Mike Ponto on his 2-year anniversary with ClearPath Wealth Management. Thanks for being such an important part of our team!

08/28/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan.

Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

Explore 5 key signals investors should watch as developments in the Middle East unfold.

08/27/2026

Please join us in welcoming Michelle Griffin to our team! As a financial advisor in our Mahtomedi office, Michelle brings a passion for helping clients pursue their financial goals. We're excited to have her on board and look forward to the expertise, dedication, and personalized approach she brings. Welcome, Michelle!

08/26/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

Happy National Dog Day! 🐾 Today we're celebrating the furry friends of our staff and advisors. Enjoy the photos of our four-legged family members who bring joy, comfort, and lots of tail wags to our lives.

08/24/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

08/20/2026

🎉 Please join us in wishing Patrick a very happy birthday! 🎂
We hope your day is filled with celebration, joy, and all the things that make you smile. Here’s to another fantastic year ahead! 🎈🥳

08/19/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.