About Us
Erikson H. Asker
Financial Advisor, CFP®
Erikson is a seasoned financial advisor with a strong educational background. Having graduated from Bridgewater State in 2011 with a degree in business management and earning a Certified Financial Planner certification from Bryant University, Erikson possesses a solid foundation in financial expertise.
With 12 years of dedicated service at an insurance broker dealer, specializing in financial planning for retirees, Erikson has honed their skills and developed a deep understanding of retirement planning. This experience has allowed them to provide valuable insights and strategies to help clients secure their financial futures.
As the proud founder of WealthPath Financial Planning, Erikson is committed to helping individuals and families navigate their financial journeys. They understand the importance of personalized financial planning and work diligently to tailor strategies to meet their clients' unique goals and aspirations.
Outside of the financial world, Erikson cherishes family time and is a proud parent to three children: Erikson William, age 5, Maeve, age 3, and Quinn, who is just 7 months old. They enjoy exploring the outdoors and relish the opportunity to spend time on the golf course.
With a combination of education, experience, and a passion for helping others achieve financial success, Erikson is a trusted partner for anyone seeking expert financial guidance and planning.
James Perry
Financial Advisor, CLTC®
James began his career in financial services in 2015 after graduating from Springfield College where he studied Finance & economics. James spent 8.5 years working at a national insurer/broker-dealer before founding WealthPath alongside Erikson. Over his career, he has gathered extensive knowledge in investment and insurance planning, making James a trusted resource to his clients and their families.
James is passionate about offering unbiased advice to current and prospective clients. One of his goals in founding WealthPath was to eliminate any conflicts of interest many advisors face while affiliated with a broker/dealer. James prides himself on putting clients at ease surrounding financial conversations, knowing they can be challenging. He holds a Series 66 license as well as life and health insurance licenses.
In his spare time, James enjoys spending time with his family and friends. He also enjoys exercising, golfing, boxing, and fishing. James resides in Wilmington, MA.
Our firm
Holding the Certified Financial Planner (CFP®) designation stands as a testament to our unwavering commitment to your financial well-being.
With this credential, we offer you a level of commitment and insight that goes beyond traditional financial advice. Our CFP® certification signifies rigorous training, a comprehensive understanding of complex financial dynamics, and an unwavering dedication to ethical practices.
By choosing our services, you're ensuring that your financial goals are met with a tailored, strategic approach that takes into account your unique circumstances.
Operating with transparency and integrity, WealthPath offers comprehensive services, including financial planning, retirement planning, investment management, estate planning, and more.
With a client-centric approach, WealthPath empowers individuals and families to make informed decisions and pursue their financial goals with confidence. Experience the confidence of working with a financial professional who has demonstrated the highest standards of competence and ethics.