About Us
Built on Trust. Grown with Purpose. Guided by Faith.
We didn’t start as a company—we started with a calling.
FideloWealth began with one simple mission: to be a guiding light for everyday people on their journey to financial peace and purpose. From those early days under the name Investor Pathway Financial Services, we’ve been more than just a financial firm—we’ve been a steady light for those navigating the ups and downs of money, markets, and life.
Over the past 15+ years, we’ve had the privilege of serving 700+ clients—not just as investors, but as individuals and families with stories, dreams, and legacies. Each relationship has helped shape who we are today.
As our relationships deepened and our vision grew clearer, FideloWealth was born—a reflection of who we’ve become and who we strive to be: a trusted beacon, helping individuals and families live with confidence, clarity, and freedom.
More Than Wealth. It's About What Wealth Can Do.
We believe true wealth isn’t just about growing numbers—it’s about finding direction aligned with your values, responsibilities, and dreams.
What makes money meaningful is how it points toward your purpose—whether that’s guiding your family’s future, giving generously, building a legacy, or simply resting easy at night.
That’s why we focus on goal-based investing as your compass, long-term stewardship as your steady bearing, and relationships rooted in honesty and care as your true north.
Your peace of mind matters more than performance charts. Your life’s direction matters more than market trends.
Our why? Your journey.
Every decision we make, every strategy we set, is like charting a course for a unique voyage—your voyage. Your financial plan should be the wind in your sails, not an anchor holding you back.
We’re not here with jargon or forecasts. We’re here to sail alongside you—through calm waters and stormy seas—steady at the helm, always with your future in sight.
We’ve Grown!
Investor Pathway Financial Services is now
FideloWealth Private Limited
Same Trust, Renewed Vision