# My Investment Path

My Investment Path is a Bank / Wealth / Trust based in Coral Gables, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coral Gables, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** myinvestmentpath.com
- **LinkedIn:** https://www.linkedin.com/company/myinvestmentpath

## Regulatory record

- **CRD number:** 329641
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329641

## About

My Investment Path is a state-registered investment adviser in Coral Gables, FL. The firm manages approximately $3 million in regulatory assets, $2 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Is My Investment Path compensated through fees or commissions?

The firm describes itself as fee-only and explicitly states it does not sell products. It charges an annual fee for portfolio construction and ongoing management. This fiduciary structure is designed to reduce conflicts of interest in the planning process.

### How does My Investment Path coordinate with other professional advisors?

The firm advertises concierge-level coordination across investments, insurance, banking, and multi-generational planning. It also works with estate attorneys to structure trusts, wills, and beneficiary designations, positioning itself as a central hub rather than a siloed asset manager.

### What tax strategies does the firm employ?

Proactive tax management is a core feature of its investment process. Specific techniques listed include tax-loss harvesting, 1031 exchange ideas for real estate transitions, Roth conversions, and charitable giving strategies aimed at minimizing tax drag on client portfolios.

### Does My Investment Path provide business-owner services beyond personal wealth management?

Yes. The firm offers employee benefits advisory, business succession planning, corporate governance support, and family succession support. This dual focus — business and household — is unusual for a focused RIA and reflects a broader family-office-style service posture.

### What is the firm's stated investment philosophy?

My Investment Path characterizes its philosophy as evidence-based and disciplined, focused on aligning portfolio construction with client goals. The firm frames its security selection and monitoring within a holistic plan that integrates insurance, tax, and estate considerations rather than treating asset management in isolation.

### Where does the firm physically operate?

The firm is headquartered in Coral Gables, Florida, and its language targets individuals, families, and small businesses across the state. No additional office locations or a multi-state presence is indicated on its website.

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- [My Global Advisor](https://altss.com/profile/my-global-advisor)
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Last updated: 2026-06-03T20:00:00.000Z

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