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Rogers, AR

Your Vision. Our Process.

We believe financial advice is about more than just having a plan. It's about having the right plan for you.

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WealthPath Investment Advisors is an independent investment firm headquartered in Rogers, Arkansas and Little Rock, Arkansas. WealthPath was founded in 2011 to help families and businesses precisely navigate investment decisions by providing integrated financial planning and institutional style retirement plan solutions. Our clients benefit from the convergence of our unique capabilities as an integrated investment advisory firm and a boutique collective fund manager all while utilizing the resources of WIA, a fiduciary retirement plan leader with billions in advised assets and thousands of clients. We provide investment planning, manage tax-efficient and risk-based portfolios, design and oversee retirement plans, and provide proprietary third-party asset management to financial advisors nationwide. Inside qualified retirement plans, we offer five WealthPath Smart Risk collective funds.

MEET THE TEAM

Clay Kendall, CFA

Clay Kendall, CFA

Managing Director, Financial Advisor

Tracie Karr

Tracie Karr

Investment Advisor Representative

Erik Berry

Erik Berry

Financial Advisor

Matt Cooper

Matt Cooper

Financial Advisor

April Regan

April Regan

Director of Operations

Tracy Walls

Tracy Walls

Client Services Associate

OFFICE LOCATIONS

Rogers, AR

5305 Village Parkway

Suite 5

Rogers, AR, 72758

479-845-6220
tue8:00 AM - 4:30 PM
wed8:00 AM - 4:30 PM
thu8:00 AM - 4:30 PM
fri8:00 AM - 4:30 PM
satClosed
sunClosed
mon8:00 AM - 4:30 PM

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.