WisePath Wealth Management

Born from a shared commitment to service, integrity, and advice, Roy Martin and Sarah Navarre founded WisePath Wealth Management to help ensure your financial journey is navigated with insight and custom strategies. Our name symbolizes our commitment to guiding you with experience and personalized care, turning complex financial planning into a clear path toward financial independence. As partners in your financial goals, we blend diverse perspectives to create innovative, tailored solutions. Our mission is to make your financial goals achievable, enriching your journey toward a sound and fulfilling future. WisePath is more than a name, it’s your guide to a financially independent tomorrow WisePath Wealth Management strives to provide wisdom and bespoke guidance, helping to ensure your financial journey is navigated with insight and custom strategies. At the intersection of tradition and innovation, we combine years of experience and robust technologies for an individualized financial planning experience. Visit www.wisepathwm.com to learn more. -- Securities and advisory services offered through &PARTNERS℠, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. 

Estate planning isn't a luxury, it is a necessity. A comprehensive estate plan could help ensure that your wishes are honored and protect those you love. Safeguard their interests with these four essential documents: a last will, durable power of attorney, healthcare directive, and beneficiary designations.

A well-crafted RMD strategy can go a long way toward preserving wealth and addressing long-term financial goals. From managing tax impacts to aligning distributions with legacy and charitable intentions, it’s important to have a plan in place well before age 73. Consider how your RMDs can work in harmony with your big-picture strategy—one that sustains your lifestyle, protects your legacy, and benefits those you care about.

True wealth is built over time, not overnight. Success in investing requires setting a clear strategy and adjusting your approach as life changes. These key strategies can help build wealth steadily and keep your focus on the future, even when markets get rocky. Remember, a solid long-term plan is built on thoughtful actions today.

Market shifts are a natural part of investing. A well-tuned investment portfolio, however, can help navigate these changes. January is a great time to review your wealth strategy to help ensure you can smooth out the bumps and avoid potholes.

The New Year brings a fresh opportunity to look at your financial path with purpose. Building a strong foundation isn’t just about numbers; it’s about having a clear vision for what you want to achieve. Let’s make this the year of confident, intentional steps forward.

Honoring the life and legacy of Dr. Martin Luther King Jr. today. May we all be inspired to lead with kindness, understanding, and a commitment to positive change.

In 2025, Social Security benefits will see a 2.5% increase, a cost-of-living adjustment (COLA) aimed at helping recipients keep pace with rising costs. While this may seem like a small change, even a modest increase can make a difference in monthly budgeting and long-term planning.

Common Money Mistake: Creating an estate plan and never reviewing it again. As your net worth grows and priorities shift, so keeping your documents up to date is essential. Regular reviews can help ensure your assets go where you intend, protecting both your legacy and your loved ones.

Passing down wealth is about more than just assets—it’s about your legacy as well. Work with your financial advisor to help ensure younger generations have the knowledge and understanding to carry forth your wishes and values.