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Solutions for Your Financial Journey

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Strategies for Your Financial Journey

Understanding your unique financial landscape is essential, especially if you are nearing retirement or navigating the nuances of your career. Whether you're a World Bank staff member, a Federal Government employee, or a small business owner, the right financial strategies can help you address your specific needs and aspirations. By focusing on your goals, we provide tailored solutions that resonate with your life experiences.

Financial Planning and Wealth Management

For pre retirees and post retirees, Financial Planning and Wealth Management is a crucial step. We work to understand your career's unique nuances and help you map out a strategy that supports your financial aspirations. The wealth management approach considers your distinct circumstances, aiming to provide clarity and confidence as you plan for the future.

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Retirement Strategies for Federal Employees

Federal Government employees nearing retirement often face unique challenges and opportunities. We offer insights and strategies designed to help you transition smoothly into retirement. By focusing on your specific benefits and retirement options, we aim to craft a plan that supports your lifestyle and long-term goals.

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Small Business Retirement Solutions

For small business owners, planning for the future involves more than just day-to-day operations. Our services include deferred compensation insurance planning and various retirement plans like Solo 401ks, Normal 401ks, and Pension Plans. We take the time to understand your business and personal goals, offering strategies that align with both your immediate and long-term objectives.

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Long-Term Care Planning

Long-term care is an essential aspect of financial independence that is often overlooked. We prioritize helping you explore options for long-term care planning, ensuring that you are prepared for potential future needs. This focus is designed to provide clarity, knowing that your financial plan accounts for all stages of life.

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Life Insurance for G4 Visa Holders

Life insurance is an important consideration, particularly for those on G4 Visas. Different insurance carriers have varying guidelines on which countries of origin they will insure, making it crucial to work with an professional who understands these nuances. We offer tailored life insurance strategies that address the specific needs and circumstances of international professionals, helping you understand your options and choose coverage that supports your family's future.

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Financial Planning and Wealth Management For World Bank Staff, Consultants and Retirees

We specialize in working with the World Bank to provide pre- and post-retirement planning services. Our experience extends to assisting citizens, Green Card holders, and G4 Visa holders in understanding their options, particularly regarding their pension, 401(k), RMIP health insurance, and group life insurance as they approach retirement. We are dedicated to formulating a personalized plan tailored to your specific needs.

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Beginning Our Process
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FAQ
Ask Us What you want
to know from us

Curious about how we can support your financial journey? Dive into our Frequently Asked Questions for answers to common inquiries and insights into our services.

  • While our focus is working with World Bank Staff and Consultants, Federal Government employees and Small Business Owners, over the years our practice has expanded. We can and will happily work with those who have or desire a clear, strategic path to building and preserving wealth. Whether navigating complex financial decisions, or preparing for retirement, Steerpath Wealth provides tailored guidance to help you address your goals.

  • We believe in full transparency. Our compensation is typically fee-based, meaning we’re paid for advice and management, not for selling products. This ensures our recommendations are always in your best interest. When we do recommend commission based products like Life Insurance and Long Term Care Insurance, we make it clear these are commission based. 

  • Education is a cornerstone of our approach. We take the time to explain strategies, demystify financial concepts, and provide tools and resources that empower you to make confident decisions—because true wealth isn’t just about money, it’s about understanding it. That is one reason during every Trimester Review meeting we cover an additional value add topic furthering our clients education

     

  • We believe everyone deserves quality financial guidance. While some services are designed for those with higher investable assets, we also offer planning strategies for clients who are building wealth and want professional guidance along the way.

  • Getting started is simple. Schedule an introductory Financial Wellness Checkup—we’ll discuss your goals, answer your questions, and outline a personalized path forward. There’s no pressure or obligation—just a conversation about where you are and where you want to go.

Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

1777 Reisterstown Road
East Building Suite 380
Pikesville, MD 21208

909 Rose Ave
Suite 650
North Bethesda, MD 20852

aaron.schmerling@prudential.com

norris.l.brodsky@prudential.com

443-292-8053

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