Silicon Valley and the Bay Area. ClearPath's wealth management plan centers around a dynamic, comprehensive process that to deliver highly customized solutions to a select group of clients. Our investment initiative is based on professional advisors in order to form a complete wealth management and investment plan.

assurance, tax, business consulting, and wealth management with over 50 committed partners leading these groups. Our industry experience covers

and management, having worked with educational institutions, health and human service agencies, museums, arts groups, executing strategic changes in mission, board leadership, management, and fundraising. The team at Robert at many prestigious organizations and brings a wealth of knowledge and experience to their