Secure your financial future with comprehensive wealth management services tailored to business owners and families, including investment strategies, retirement planning, asset protection, and legacy building solutions designed to create lasting prosperity.
Energy Efficiency
Build sustainable wealth through renewable energy investments featuring personalized consultations, efficient system designs, and expert guidance for maximizing federal and state financial incentives on residential properties.
BUSINESS
Wealth Management
Secure your financial future with comprehensive wealth management services tailored to business owners and families, including investment strategies, retirement planning, asset protection, and legacy building solutions designed to create lasting prosperity.
Healthcare Solutions
Strengthen your financial foundation through access to discount prescription programs and 24/7 telemedicine services that protect your assets by reducing healthcare costs, minimizing business downtime, and enhancing employee retention.
Business Cost Optimization & Efficiency Solutions
We partner with businesses to uncover overlooked financial and operational opportunities that impact the bottom line. Our comprehensive approach addresses tax credits and incentives, payroll tax savings, benefits and healthcare overpayments, energy inefficiencies, and technology optimization to drive sustainable savings and long-term efficiency.
Hidden tax credits & incentives
Identifying hidden tax credits and maximizing available incentives
🧾 Payroll tax savings & compliance opportunities
Reducing payroll tax burden and ensuring compliance
🏥 Health & benefits overpayments
Recovering overpayments and optimizing benefit costs
⚡ Energy & operational inefficiencies
Reducing operational energy costs and inefficiencies
🤖 AI, automation & technology optimization
Implementing AI-driven solutions to streamline processes and reduce costs
Digital Marketing & Media Production Excellence
Podcast Production
Professional audio recording, editing, and distribution services that help you share your expertise and connect with your audience on a deeper level.
Video Interviews
High-quality video content that showcases your thought leadership and builds credibility with potential clients and partners.
Corporate Storytelling
Strategic narrative development that communicates your mission, values, and unique value proposition in a compelling and memorable way.
Wealth Management Solutions
Legacy Protection
Securing your business and family future
Tax-Efficient Investments
Maximizing returns while minimizing liability
Infinite Banking Strategies
Becoming your own source of financing
Retirement Planning
Building your foundation for financial freedom
Estate Planning
Arranging for the management and distribution of a person’s assets after their death or incapacitation.
Our comprehensive approach to wealth management empowers you to eliminate debt while building assets, expand your real estate portfolio, and create generational impact through strategic financial planning.
Our F.O.C.U.S. Values
Faith
Grounding our work in spiritual principles and believing in possibilities beyond what we can see
Opportunity
Recognizing and creating pathways for growth where others see obstacles
Communication
Maintaining transparent, honest dialogue with clients and partners
Unity
Building strength through collaboration and shared purpose
Strategy
Approaching challenges with intentional planning and foresight
Energy Efficiency Solutions for Homeowners
Personalized Consultation
We assess your home's energy needs, household specifications, and financial goals to recommend the most efficient residential energy solutions.
Custom System Design
Our engineers design tailored residential solar and energy-saving systems that maximize production while seamlessly complementing your home's aesthetics.
Incentive Optimization
We help you navigate and access all available federal and state incentives, making your transition financially advantageous for your home.
Professional Installation
Experienced technicians ensure your residential system is installed correctly, safely, and according to all local regulations.
Leadership & Founding Partnership
Kim DiGiacomo
Visionary President committed to enterprise growth and community empowerment with decades of leadership experience.
Strategic Alliance
Formed through partnership with Phoenix National Network LLC, Richard Ciuzio, and industry-leading professionals combining expertise and innovation.
Founding Partners
Drew Deraney, Alicia Alexander, and Oscar Capel bring collective experience, integrity, and a shared mission of creating lasting financial pathways.
Schedule Your Strategy Session
To help us prepare for your consultation and ensure we address your most pressing needs, please consider the following questions:
1
What are your primary financial goals for the next 3-5 years?
2
Are you interested in wealth management, business optimization, healthcare solutions, or energy efficiency?
3
What challenges are you currently facing in your business or personal finances?
4
Have you worked with a financial advisor before?
5
What would success look like for you?
Ready to Build Your Financial Legacy?
24/7
Healthcare Access
Around-the-clock telemedicine support for you and your team
30%
Energy Savings
Average reduction in energy costs with our solar solutions
100%
Customized Strategy
Tailored financial planning aligned with your unique goals
$0
Initial Consultation
No-cost strategy session to explore your business needs
Contact WealthPath today to begin your journey toward sustainable success, operational strength, and generational wealth.
Digital Marketing & Media Production Excellence
Strategic Lead Capture
Custom-designed forms tailored to your specific audience and business goals.
Conversion Optimization
Data-driven approach to maximize lead quality and conversion rates.
Lead Nurturing
Automated follow-up sequences that guide prospects through your sales funnel.
Client Acquisition
Transform qualified leads into loyal customers with personalized engagement strategies.
Our digital marketing team creates high-converting lead capture systems with advanced analytics tracking. We handle the entire process from form design to lead qualification.