Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investment Management
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • Jay Penica, Forbes Best-in-State Wealth Advisors, 2018-2024
  • Jay Penica, Ameriprise Circle of Success, 2012, 2014-2022
  • Jay Penica, Ameriprise Circle of Success Diamond Ring, 2019
  • Jay Penica, Five Star Wealth Manager, 2014
  • Roger Allan Place, Ameriprise Circle of Success, 2014

Community participation

Pathlight Wealth Management - Community participation photo

Our team is involved in many different organizations across our community. Being a part of ones that support those in need.

Honored to be recognized in Forbes

The Pathlight Wealth Management team would like to congratulate Jay Penica on being named to the 2024 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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