Angelia Z. Shay
President & Financial Adviser
Helping families and business owners reach and exceed their financial goals for more than 20 years.

Plotting your PATH to financial security can be a complex journey, filled with detours and roadblocks along the way —so why face it alone?




With knowledge and experience, honed by integrity and dedication, THE PATH Financial Strategies can help you map a PATH to:

  • Achieve your financial goals
  • Preserve your wealth and estate
  • Plan for tomorrow’s retirement while enjoying life today
  • Save for your child’s education
  • Ensure your business survives beyond its key partners
  • Maximize charitable gifting according to your plan
  • Manage risk according to your objectives. 

THE PATH Financial Strategies is a strong resource that can strategically guide your way.

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  • A Roadmap for Your Family

    A letter of instruction has no formal legal status, but it could be just as important as a legal will to help settle an estate.

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