Frequently asked questions
general
business
What services does Pathway Capital Advisors offer?
Pathway Capital Advisors provides integrated business, financial, and legal solutions designed to help individuals and companies build long-term success.
Who can benefit from working with Pathway Capital Advisors?
Entrepreneurs, business owners, high-net-worth individuals, and families seeking expert guidance in financial planning, legal structuring, and business growth can all benefit.
Where is Pathway Capital Advisors located?
Pathway Capital Advisors is proudly headquartered in Southern California and serves clients throughout the U.S.
How does Pathway Capital Advisors stand out from other consulting firms?
With over 75 years of combined experience, a hands-on approach, and cross-disciplinary expertise, we offer comprehensive solutions under one roof.
Is there a cost for an initial consultation with Pathway Capital Advisors?
No—your first consultation is completely free and designed to explore your needs and how we can help.
Can Pathway Capital Advisors help me incorporate my business?
Yes, we assist with LLC formation, incorporation, and choosing the right legal structure for your business goals.
What types of businesses does Pathway Capital Advisors work with?
We work with startups, small businesses, and established enterprises across a wide range of industries.
Do you offer business succession planning?
Absolutely—we help business owners plan smooth transitions, whether selling, transferring, or exiting.
Can you help with labor law compliance?
Yes, we provide legal guidance and systems to ensure your business is compliant with California labor laws.
Do you offer HR consulting or operations support?
We help streamline operations and HR processes, ensuring your business is efficient, protected, and scalable.
financial
legal
What is included in financial consulting with Pathway Capital Advisors?
We offer customized financial plans, investment strategies, and risk management tailored to your unique goals.
Can you help with retirement planning?
Yes, we create tax-efficient retirement strategies that align with your long-term financial goals.
Do you offer estate or legacy planning?
We specialize in creating living trusts and comprehensive estate plans that protect your wealth and legacy.
What is a living trust, and do I need one?
A living trust helps avoid probate, provides privacy, and ensures your assets are distributed according to your wishes.
Can Pathway Capital Advisors help reduce my tax liability?
Yes, our tax specialists develop strategies that optimize tax efficiency for both individuals and businesses.
What legal services does Pathway Capital Advisors offer?
We provide legal guidance for asset protection, trusts, contracts, tax issues, business formation, and more.
Are your legal services available for individuals and businesses?
Yes, we serve both individuals and business entities with customized legal support.
Can you represent me before the IRS or Franchise Tax Board?
Our legal team includes Certified Tax Specialists experienced in handling IRS and FTB matters on your behalf.
What documents are included in an estate plan?
An estate plan typically includes a living trust, powers of attorney, healthcare directives, and a pour-over will.
How do I get started with Pathway Capital Advisors?
Book your free consultation today to speak with an advisor and learn how we can help unlock your financial potential.