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Monday 8:30am - 5:30pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 8pm

Premier Path Wealth Partners

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Madison, NJ
Premier Path Wealth Partners

Your Path Forward Begins Today We learn about their financial objectives and understand the personal values that drive their decisions.

As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges. We work closely with multigenerational families, corporate executives, entrepreneurs and the owners of private and family businesses. We help them envision a practical way to support their passions and prepare for tomorrow and beyond.

03/30/2026

As Women’s History Month comes to an end, Investor Magazine is shining a light on trailblazers across the wealth management industry whose leadership and dedication continue to elevate the profession.

Today, we’re proud to to see our Senior Relationship Manager at Premier Path Wealth Partners, Rebecca Garcia, included in this conversation. Rebecca serves as a proactive resource to clients and is deeply committed to building strong relationships and delivering an exceptional client experience. We’re proud to celebrate her leadership and the impact she continues to make.
Read Rebecca’s full conversation with Investor Magazine: https://bit.ly/4lULhoB

03/25/2026

In recognition of Women’s History Month, we’re highlighting a story of perseverance and leadership from Jessica Walker.

When COVID forced businesses across the country to shut down, Jessica faced the difficult reality of closing newly expanded salon locations while supporting a team suddenly without income and navigating enormous uncertainty about the future. Instead of stepping back, she stepped up — finding ways to adapt, support her team, and rebuild through one of the most challenging periods small businesses have faced.

Her story is a powerful reminder that moments of adversity often reveal the resilience and leadership it takes to keep moving forward.

Listen to her story:
🎵Spotify: https://bit.ly/4rvKiMP
🍏 Apple Podcast: https://apple.co/4uu7T3b
📺 YouTube: https://bit.ly/4rvKiwj

03/20/2026

Recent market headlines don’t always tell the full story.
As leadership expands beyond mega cap stocks, a wider range of companies and sectors are contributing to returns — a constructive development supported by a stable economic backdrop. Understanding these shifts is critical to effective portfolio positioning.

For a deeper perspective on what’s driving markets today:
➡️ Read our full March Market Commentary w/ Brian Glenn
Subscribe to receive our monthly insights.
https://bit.ly/4cMua61

03/16/2026

A spring refresh is often less about starting over, and more about gaining clarity.

In our March newsletter, we focus on revisiting your financial strategy with intention as markets evolve and life moves forward. From a CIO‑led market perspective to conversations with entrepreneurs who’ve built durable businesses through change, this edition is about staying grounded, organized, and prepared for what’s next.

Inside this month:
- Our latest Market Commentary w/ Brian Glenn, highlighting broadening leadership and a stable economic backdrop
- Premier Path Podcast Ep. 4, featuring a conversation with entrepreneur Jessica Walker on leadership, resilience, and people‑first growth
- Firm updates, media insights, and a timely spring reading recommendation

➡️ Read the March newsletter
Subscribe to receive our monthly insights and perspectives.
https://bit.ly/4ryGBpw

03/13/2026

Premier Path Podcast Episode 4 Is Now LIVE!
Building Success From The Ground Up with Jessica Walker

On this episode of The Premier Path Podcast, Brian Glenn, Private Wealth Advisor and CIO, sits down with Jessica Walker to explore how she built a multi‑location beauty and wellness business from the ground up, sharing lessons on leadership, resilience, and confidence. The conversation highlights what it takes to grow with intention while staying grounded through change.

🎧 Listen to Episode 4 on the following platforms:
🎵 Spotify: https://bit.ly/4rvKiMP
🍏 Apple Podcast: https://apple.co/4uu7T3b
📺 YouTube: https://bit.ly/4rvKiwj

03/08/2026

This International Women’s Day, we’re recognizing the women who continue to shape and strengthen the wealth management industry and the communities around them.

Rebecca Garcia and Kelly Carolan — thank you for your leadership, professionalism, and the meaningful impact you make at Premier Path and with our clients.

02/27/2026

We’re proud to share that our Chief Investment Officer, Brian Glenn, joined the Schwab Network this week to discuss how artificial intelligence is reshaping the outlook for traditional software companies.

In the segment, Brian highlighted how elevated expectations, particularly around companies like Nvidia, are raising the bar for earnings and driving greater volatility across the sector. He also emphasized the market’s renewed focus on fundamentals, including profitability and durable data moats, and pointed to firms such as Intuit, Salesforce, and Adobe as potentially more resilient in an AI-driven landscape.

Thank you to Nicole Petallides and the entire Schwab Network team for having Brian back on and for a thoughtful conversation on the evolving tech and market landscape.

Watch the full interview here: https://bit.ly/4qZBIWs

02/26/2026

Teaching kids the language of money isn’t about sharing numbers – it’s about building understanding.

In this conversation, Michael Lehman and Dr. Richard Orlando explore how families can move toward transparency over time, focusing first on values, purpose, and stewardship; not balance sheets. A helpful watch for families thinking intentionally about legacy and the next generation.

🎧 Listen to Episode 2: Beyond the Balance Sheet on the following platforms:

🎵 Spotify: https: //bit.ly/450CnPk
🍏 Apple Podcast: https://apple.co/3LsH91k
📺 YouTube: https://bit.ly/4qTbswS

02/19/2026

📨 February’s newsletter is live, with insights and updates designed to help you stay informed so you can focus on what matters most.

This month, we cover:
- A new Premier Path Podcast episode featuring COO Derek Wittjohann and Leslie Norman, CTO at Dynasty, on how AI and technology support client‑first advice
- Market commentary exploring Fed policy, economic conditions, and evolving market leadership
- Firm news and updates, including milestones across the Premier Path team
- Recent media features and thought leadership highlighting our perspective on growth and long‑term planning

👉 Read the February newsletter
https://tinyurl.com/z58d3f8z

02/17/2026

Premier Path Podcast Episode 3 Is Now LIVE!
AI In Wealth Management with Leslie Norman

On this episode of The Premier Path Podcast, Derek Wittjohann and Leslie Norman discuss how Premier Path leverages technology and its partnership with Dynasty to deliver smarter advice, stronger security, and a more client‑first experience without sacrificing trust or personal connection.

🎧 Listen to Episode 3 on the following platforms:
🎵 Spotify: https://bit.ly/450CnPk
🍏 Apple Podcast: https://apple.co/3LsH91k
📺 YouTube: https://bit.ly/4rWmZwn

02/16/2026

This President’s Day, we reflect on leadership, responsibility, and long‑term progress. Wishing everyone a restful and enjoyable holiday.

Address

7 Giralda Farms, Suite 190
Madison, NJ
07940

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 8pm

Website

https://premierpath.com/

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