New Jersey Wealth Management House Gets Off Launchpad

Editorial Staff

3 May 2023

A New Jersey-based wealth management team has launched as an independent RIA: Premier Path Wealth Partners.

The eight-person business, based in Florham Park, previously worked at Merrill Lynch.

Its business lines include pre-business-sale planning; navigating corporate compensation plans; business advisory services; legacy and succession planning; retirement/cashflow planning; tax-efficient investment; risk management, and philanthropic giving.

The firm is led by CEO and founding partner Michael Lehman. Other team members are Derek Wittjohann, chief operating officer, partner; Patrick York, partner; Linda Kalata, chief administrative officer, chief compliance officer; Rebecca Garcia, relationship manager; and Patrick Regan, relationship manager.

Besides Dynasty Financial Partners, Premier Path has selected Fidelity, eMoney, and Black Diamond as resources.