Schedule a call with WealthPath Investment Advisors
Pick a day and a start time. WealthPath Investment Advisors confirms the time. Replies come in the SplitClub app.
Intro call · 15 minFree, in the SplitClub app. Nothing is booked until it's accepted.
What happens after the call
- You talk it through. What you need, when, and what it costs.
- WealthPath Investment Advisors sends you an offer in the app: a package, a new offering made for you, or a payment link for the amount you agreed.
- You pay in the app. Pay it yourself or split it.
About WealthPath Investment Advisors
Our focus is on portfolio management and financial planning for individuals, trusts, and retirement plans. Our team has over 100 years of combined investment management indus
Get in touch
How SplitClub works
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- A request books nothing until it's accepted. If it's declined, any card hold is released and anything charged comes back in full.
- The blue check means SplitClub checked the business from public sources. Once the owner claims the page and verifies their ID with Stripe, it says Claimed by owner.
Questions or a problem?
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