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- ClearPath Financial Partners
ClearPath Financial Partners is a fiduciary wealth management firm in Northborough specializing in comprehensive retirement income strategies for high-net-worth families, medical professionals, and executives in Central MA. As CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and IRS Enrolled Agents (EA), we provide expert guidance on Roth conversions, tax-smart investment management, and Social Security optimization. Our ClearPath Collaborative Model combines 30+ years of experience with a transparent, team-based approach to help you navigate the transition to a sustainable, independent retirement with total peace of mind. www.clearpathfinancialpartners.com/