Is Pathfinder Right for You?

The Pathfinder Program™ is designed for high-net-worth individuals, families, and business owners who seek more than conventional financial planning. It’s for those navigating complexity—whether through leadership, legacy, or life transitions—and who value a deeply personal, strategic approach to wealth. This includes:

Gen X professionals preparing for a career pivot or lifestyle shift in the next 8–10 years
Individuals nearing retirement who want to coordinate resources and plan their next chapter with confidence
Business owners and entrepreneurs navigating succession, growth, or exit strategies
Multi-generational families working to balance diverse needs, values, and long-term goals
Anyone seeking to align financial decisions with personal values and life goals

At Euclid Harding, we prioritize meaningful relationships over account minimums. We focus on understanding each client’s unique circumstances, goals, and values—delivering tailored solutions that resonate with their true self and support a life of clarity, confidence, and purpose.

Advisory services are offered through Euclid Harding, LLC, an Investment Advisor in the State of Connecticut. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Is Pathfinder Right for You?

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