Firm surpasses $1 billion in AUM and deepens focus on succession, exit planning, and multi-generational business continuity

Premier Path Wealth Partners, an independent registered investment advisory firm serving closely held business owners, multigenerational families, and ultra-high-net-worth wealth creators, today announced milestone growth as it celebrates its second anniversary. The firm now oversees more than $1 billion in assets under management (AUM), has expanded its team to nine professionals, and has launched a dedicated business consulting division designed to support the increasingly complex needs of entrepreneurs and family enterprises.

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Michael Lehman, CEO of Premier Path Wealth Partners in Madison, New Jersey

Since its founding, Premier Path has built a comprehensive advisory model tailored to the unique challenges business owners face, including exit planning, equity compensation analysis, intergenerational succession, liquidity events, governance structures, and long-term legacy strategy. The new division, distinct from traditional wealth management, formalizes these capabilities amid growing demand from clients seeking deeper, integrated guidance that spans both personal and business balance sheets.

“We founded Premier Path to give business owners and families the kind of strategic, thoughtful, and highly personalized guidance that is difficult to find in today’s advisory landscape,” said Michael Lehman, CEO of Premier Path Wealth Partners. “Reaching $1 billion in AUM in just two years reflects the trust our clients place in us and the very real need for sophisticated, multidisciplinary planning. Our clients are builders of businesses, families, communities, and we are honored to help them turn their success into lasting legacies.”

Premier Path’s momentum is driven by consistent organic growth and its commitment to client education, community building, and thought leadership. The firm regularly hosts in-person and virtual events focused on issues that matter most to business owners and their families, and recently launched a podcast featuring Premier Path advisors and outside experts discussing topics such as succession planning, legacy, business transitions, retirement strategy, and the emotional dynamics that influence financial decision-making.

Earlier this fall, the firm hosted a well-attended event on business succession and exit planning featuring Richard Orlando, Ph.D., a leading voice in legacy and family dynamics, Dr. Marc Celentana, a consulting psychologist focused on leadership development and organizational growth, and Scott Mashuda, a renowned M&A strategist with 20+ years of deal-making experience. Lehman moderated the discussion, which drew business owners preparing for near-term and long-term transitions.

“Our growth is a direct reflection of the strength of our team and the relationships we build,” said Derek Wittjohann, Chief Operating Officer of Premier Path Wealth Partners. “We are not just wealth advisors. We are long-term partners to our clients as they navigate major financial decisions, manage complex family dynamics, and design legacies that endure.”

Looking ahead, Premier Path plans to thoughtfully expand its advisory team and deepen its bench of specialists who share the firm’s client-first philosophy and entrepreneurial mindset.

For more information, visit https://premierpath.com.

About Premier Path Wealth Partners

Premier Path Wealth Partners is the premier wealth management firm and a trusted advisor to families of multi-generational wealth, successful senior executives, and driven entrepreneurs. The firm is an independent, partner-owned, highly-experienced advisory that helps clients navigate the challenges of wealth preservation and growth in a dynamic economic environment. Based in Madison, New Jersey, the firm operates as a registered investment advisor (RIA). Learn more about Premier Path Wealth Partners at https://premierpath.com.

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“We founded Premier Path to give business owners and families the kind of strategic, thoughtful, and highly personalized guidance that is difficult to find in today’s advisory landscape,” said Michael Lehman, CEO of Premier Path Wealth Partners.