Personal Wealth Management

  • Customized Portfolios – Built around your goals, risk tolerance, and time horizon

  • Diversification Strategies – Designed to manage risk across asset classes and market cycles

  • Tax-Efficient Investing – Strategies like asset location and tax-loss harvesting to enhance after-tax returns

  • Ongoing Portfolio Monitoring – Regular reviews and rebalancing to keep your investments aligned

  • Fixed Income Ladders – Customized to meet clients’ income needs and risk tolerance.

  • Behavioral Guidance – Helping you stay disciplined through market ups and downs

Fiscally Fit Workplace Wellness - 401k

Your partner in delivering an exceptional retirement plan

  • Uncommon and effective approach – Pathway’s focus on employees and desire to meet individually with them is unique and has show to improve financial outcomes.

  • One-on-One Financial Coaching – Personalized support for every employee, every year, to help them prepare for retirement as well as navigate budgeting, saving, debt, and investing

  • 3(38) Investment Fiduciary - Pathway provides investment selection and management as your fiduciary, reducing your effort and liability. 3(21) option is available as well

  • Fund Focus - Delivering Plans made up of highly rated funds. Regularly reviewed to ensure alignment with IPS.

  • Supported Plans - 401k, 403b, SIMPLE IRA, 457b&f, Profit Sharing and Pension, along with corporate endowment and operating reserve account management.

Financial Planning

  • Goal-Based Planning – Strategies aligned with your personal milestones: retirement, education, home purchase, and more

  • Cash Flow & Budgeting Guidance – Helping you understand, organize, and optimize your income and expenses

  • Retirement Readiness – Projections and strategies to build and sustain lifelong income

  • Tax Planning Coordination – Identifying opportunities to reduce taxes now and in the future

  • Risk Management Review – Assessing insurance coverage to protect what matters most

  • Estate & Legacy Planning – Structuring your assets to support loved ones and charitable goals

  • Ongoing Plan Reviews – Adapting your plan as life, laws, and markets evolve

Contact information

Rob Pierangeli - Principal

(970) 926-8827

robp@fiscally.fit

Registration information

Firm ADV information