A Guided Path Defines Your Goals

A Guided Path Empowers Your Investing

A Guided Path Fortifies Your Legacy

An independent, employee and family-owned advisory firm, Pathstone Federal Street offers multigenerational families and nonprofit organizations strategic family office services and customized investment advice.

As objective advisors, we follow an advocacy focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy.

Individuals & Familes

Partnering to realize multigenerational goals and preserve wealth

Nonprofit Organizations

Navigating complex investing and administrative issues

Meet Our Team

Simplifying wealth management with focused perspective and solutions

Quarterly Update