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Pathstone provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented nonprofit organizations. Our subsidiary, Old North Advisors, provides comprehensive wealth management services on a discretionary basis. Our consulting and discretionary businesses both cater to high net worth individuals, nonprofit organizations, and foundations.

We currently oversee over $4 billion in client assets. Often our clients come to us at a transition point such as the sale of a business, the funding of a foundation, or the transfer of wealth from one family member/generation to another. For each client we design, implement, and manage a unique strategy to meet that client's specific goals.

Our services include:
  • Investment strategy and asset allocation policy
  • Investment manager selection and monitoring
  • Financial coordination with other advisors
  • Administrative support and reporting


  • 24 Federal Street, 8th Floor
  • Boston
  • MA
  • 02110


  • 617 350 8999
  • This email address is being protected from spambots. You need JavaScript enabled to view it.

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