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How We Can Help
Decades of Expertise
With over 75 years of combined experience, our team has worked with Fortune 100 companies and business owners alike, helping them navigate complex financial, legal, and operational challenges.
Financial & Legal Solutions
From business consulting and tax strategies to financial planning and asset protection, we offer tailored services that drive growth and long-term security.
Client-Centered Approach
We believe in empowering individuals and businesses with personalized strategies that align with their goals because your success is our mission.
How We Guide Clients
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Asset Protection & Control
A living trust ensures your assets are securely managed and distributed according to your wishes while allowing you to maintain control during your lifetime.
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Avoiding Probate
We help you structure your trust to bypass probate, saving your loved ones time, legal fees, and unnecessary stress.
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Minimizing Estate Taxes & Legal Risks
Our expert strategies help reduce estate taxes and protect your wealth from potential legal challenges.
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Planning for Incapacity
If you become unable to manage your affairs, a living trust ensures your chosen trustee can step in and handle your assets without court intervention.
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Ensuring a Smooth Inheritance Process
We guide you in selecting trustees and beneficiaries, ensuring a seamless transfer of assets and financial security for your loved ones.
Ready To Refer A Client?
We don’t just serve your clients, we support you too. When you refer someone for a Living Trust, we’ll onboard you personally so you understand exactly how we guide and protect your clients through the estate planning process.
You'll get clear insight into our strategies, so you can confidently refer with trust and transparency.
What Our Clients Are Saying
Maria Ceja
"My experience with Pathway Capital Advisors was super pleasant. Carlos was very patient, helpful & he took the time to explain the process & value of a Living Trust. I was very comfortable with the process and his team. I highly recommend anyone to Pathway & Carlos."
Bill & Lucia Cunha
"Mr. Garcia, thank you for all your help & support helping us understand the benefits of the Living Trust. We will be recommending our family members to you."
Jose Florez
"I want to recommend Mr. Garcia and Pathway Capital Advisors team. They made the process very simple & easy to understand. Thank you!"
Santos Najera
"To Carlos & the team at Pathway Capital Advisors, we wanted to thank you for ALL your help & attention to detail. The way the Pathway team helped to make this process possible was incredible. We recommend anyone to work with Pathway."