?? ???????????????? ?????????????? ???????? ?????????? ????????! This summer, we are proud to announce several accomplishments within our team, highlighting our commitment to excellence in serving our clients. ?? Mathew Tipton, CPA has successfully earned his Certified Public Accountant (CPA) designation, a significant milestone in his professional journey. ??? Michael Mulcahy, CFA?, CPWA? has earned the prestigious Certified Private Wealth Advisor? (CPWA?) certification! His dedication to expanding his expertise enables us to continue delivering top-tier wealth management services. Additionally, we are thrilled to announce that Mathew Tipton, CPA has been promoted to Vice President! His leadership and expertise will continue to be a tremendous asset to our firm and clients. Please join us in congratulating Michael and Mathew on their well-deserved achievements! ?? #KingsPath #CPWA #CPA #FinancialAdvisor #WealthManagement
Kings Path Partners
金融服务
Sugar Land，TX 197 位关注者
An independent advisor guiding individuals, families and foundations in the stewardship of wealth
关于我们
We founded Kings Path to provide personalized financial advisory and investment consulting services to clients who desire to steward their financial resources well. Our commitment is to put your interests first and to serve and guide you with honesty, respect, and care. We seek to significantly raise the bar of personalized service provided by the financial advisor industry. Our mission is to create joyful and confident stewards of wealth through purposeful planning, thoughtful investment counsel, and personable service.
- 网站
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https://www.kingspath.com
Kings Path Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Sugar Land，TX
- 类型
- 私人持股
- 创立
- 2015
- 领域
- Investment Management、Philanthropic Support、Personal CFO Services、Investment Advisory、Financial Planning、Financial Consulting、Risk Management、Estate Planning、Family Office Services、Investment Planning和Financial Advisor
地点
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主要
获取路线
206 Brooks Street
US，TX，Sugar Land，77478
Kings Path Partners员工
动态
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Guiding individuals, families, and foundations in the stewardship of wealth
Rethink Your Business Succession Plans after Connelly v. USA The U.S. Supreme Court's late June decision in Connelly v. United States has profound implications for business ownership and succession planning. Here are my three key takeaways: 1. Valuation matters 2. Time to review any buy-sell agreements in place 3. Consider utilizing cross-purchase agreements ?? https://lnkd.in/gnSGpxmJ #BusinessSuccession #SuccessionPlanning #EstatePlanning
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In June our team took a trip to The Brookwood Community. We were given the opportunity to serve alongside 200+ citizens there and realized within minutes how much joy each citizen found in their work. It was infectious! A few weeks after the trip, we wrapped up our three month journey through Tim Keller's book, Every Good Endeavor: Connecting Your Work to God's Work. There was significant overlap of truth in the book that stood out during our brief time at Brookwood. I dive into that some in this blog and add thoughts about how that impacts what we do at Kings Path. Sometimes we can get caught up in the numbers and dollars (and that does matter), but if we lose sight or don't even know what our "Why" is, it can all be in vain.
A Good Endeavor – A Trip to Brookwood — Kings Path Partners
kingspath.com
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I was honored to share some of my background and inspiration for how I approach business and life with Ann Eileen Thompson and Faith Driven Leader podcast. Hope it causes you to think outside the box. Here’s the link to the full episode https://lnkd.in/gfEZKyjt
?Faith-Driven Leader: Mike Mulcahy | Legacy and Impact on Apple Podcasts
podcasts.apple.com
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Men, you still have time to register for the fnal event of the year for Toolbox Sugar Land. We are in for a treat on Thursday, May 9th when Mark Albers, former Sr. Vice President of ExxonMobil, will be sharing his story. He has amazing business, leadership and life experiences, and he has drawn such incredible meaning out of them. Register for free lunch event here: https://lnkd.in/d27vS34n
Toolbox Sugar Land May Lunch with Mark Albers
https://www.toolboxministries.com
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Final event of the year for Toolbox Sugar Land. We are in for a treat on Thursday, May 9th when Mark Albers, former Sr. Vice President of ExxonMobil, will be sharing his story. He has amazing business, leadership and life experiences, and he has drawn such incredible meaning out of them. Register for free lunch event here: https://lnkd.in/duDXYg-V
Toolbox Sugar Land May Lunch with Mark Albers
https://www.toolboxministries.com
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Excited to share my latest blog post on "True Riches" by John Cortines and Greg Baumer, a thought-provoking read that delves into the transformative power of integrating faith with personal finances. In this book, the authors share their journey from serving both God and money to a life centered on generosity and stewardship. Each chapter is a step towards a heart transformation, moving from pride to gratitude, coveting to contentment, anxiety to trust, and indifference to love. Join me in exploring how our finances can shape our hearts and lead us to a life of true richness. #TrueRiches #FaithAndFinance #Stewardship #BookReview
Transforming Wealth: A Journey to True Riches — Kings Path Partners
kingspath.com
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Guiding individuals, families, and foundations in the stewardship of wealth
If you utilize family limited partnerships, LLCs or other various corporate entities, you should be aware of the new Corporate Transparency Act effective January 1, 2024, the requirements, and potential penalties for failed required disclosures.
The Corporate Transparency Act — Kings Path Partners
kingspath.com
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Some thoughts on how I look at my next car. https://lnkd.in/g33VpnGu
I Like Cars. I Hate Buying Them. — Kings Path Partners
kingspath.com
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Every semester I have the opportunity to speak at Texas A&M Mays Business School in the FINC 210: Opportunities in Finance class. The class gives students an excellent look at various career paths in finance. Yesterday, I kicked off the semester with a lesson about global equity markets and changing investment trends, importance of risk and compounding returns, as well as the importance of "The Bigger Picture" of work and life: 1) Find something you love - because you will be doing it each day! 2) Find a group of people you like being around - because you'll spend more time with them than with your family. 3) Don't worry about what others are doing - each of us has our own talents and callings. Do what you like to do and be content. 4) Use your business and skills to make a difference.
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