Case Study: PATH Financial Partners adds $20M in AUM and 30+ estate plans with Wealth.com

PATH Financial Partners adds $20M in AUM with Wealth.com

PATH Financial Partners, a financial advisory firm serving public sector and blue-collar workers, faced the challenge of providing accessible estate planning to clients who were often priced out by traditional attorneys charging $3,000-$5,000. This high cost was driving clients away and causing the firm to miss crucial opportunities to build relationships with the next generation and retain assets. Wealth.com was identified as the essential solution to integrate estate planning into their practice.

By implementing Wealth.com's platform, which includes The Vault for document storage and the Ester AI for summarizing plans, PATH Financial Partners made estate planning a standard part of their service. The results were significant, with the firm adding over 30 estate plans and uncovering $20 million in assets under management directly from these conversations within six months. Wealth.com also proved to be a powerful tool for generating referrals and securing client retention across generations.

PATH Financial Partners