professionals in big tech and service-based Business owners
Build your wealth.
Protect your freedom.
Secure your legacy.
MEET THE FOUNDER & CEO
Hey, I'm Mando.
I'm #25 at MassMutual for financial planning fees collected in 2024, a top 3 Personal Finance Creator in the U.S. as of April 2024 (Favikon), and I've helped over 65 families create a plan to build lasting wealth.
I'm not the advisor with the most experience, but if you’ve outgrown cookie-cutter advice... If you're tired of a disjointed financial team... If you want a real plan designed to help you control, grow, and protect what you’ve built...
I am dedicated to helping entrepreneurs and sales executives escape the rat race and build lasting wealth. If you're serious about building lasting wealth for your family...
Book a call with me.
P.S. I am not the right advisor for you if...
You are not in Big Tech making $250k+ of household income or an entrepreneur doing $1M+ revenue per year.
Complimentary Resources
To help you on your path towards financial freedom.
For Service-Based Business Owners making over $1 Million in revenue.
The Ultimate Guide to Cash Management and Tax Organization
For Professionals in Big Tech making over $250K in income.
A High Earner's Guide
toward Building
Real Wealth
Who we work with
Entrepreneurs with over $1 million in revenue, specifically,
Service-Based Business Owners. You are at a financial crossroads and feel underserved by your current financial team.
Tech Sales Executives making over $250K in income. You are at a stage in life where you are looking for more than just a paycheck. You are seeking freedom.
You're a recipient of inheritance, settlement, or just sold a business and have over $500K to invest.
Our Three Step Process
Protecting Your Wealth
Most people insure for the menial and not the catastrophic, which can prevent you from reaching your financial potential.
Evaluate and develop a strategy that ensures that you've got appropriate, comprehensive, cost-effective coverage. Identifying cost savings opportunities to free up cashflow that can be directed toward other wealth-building opportunities.
Cash Flow
Strategy
Your cash flow shapes the possibilities for building wealth.
Putting structure to your cashflow to prioritize saving before you spend can create a powerful foundation for pursuing financial success.
Wealth Accumulation
With protection and cash flow optimized, we can focus on taking steps to accelerate your
wealth accumulation.
Our goal is not just to build wealth but to position you for a successful distribution phase where you can confidently enjoy the fruits of your planning.
Does this sound like you?
You feel like you're paying too much in taxes no matter how well you plan.
You have a fragmented team of professionals who don’t communicate, creating inefficiencies and potential for lost opportunities.
Your entire financial strategy relies on your business.
You feel trapped in your job, and like you might have to work forever.
If this sounds like you, we can help.
TESTIMONIALS
What others are saying
"He’s more like a friend who has your back, not just a financial guy. "
“I was living paycheck to paycheck and knew there had to be a better way. I felt stressed out, overwhelmed, and like I was constantly drowning financially. I never felt ahead. I was trying to do everything on my own. Working with Mando was one of the best decisions I’ve ever made. He’s gotten me to a place I didn’t even know was possible. He truly cares—he’s more like a friend who has your back, not just a financial guy. You’re not just a number to him. People like Mando are rare—he’s real and genuinely invested in your success.”
-James Maloy
"Mando made everything feel easy."
“Before working with Mando, we were trying to save and invest on our own for years but never saw
the kind of progress we hoped for—it felt like we were stuck and unsure of what to do next. We had
worked with different advisors before, but the lack of responsiveness and transparency left us
frustrated and hesitant to trust again. Mando’s approach was different from the start—he was clear, communicative, and genuinely cared about our goals. He earned our trust quickly by being
consistent, transparent, and always showing up when we needed guidance. Mando made everything feel easy.”
-Sam Brown
*Samuel Brown CRN202705-8760411, James Maloy CRN202705-8760433 and Philip 'PJ' Valentini CRN202705-8760450 are current clients and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
"He could understand my position. He was not just trying to sell me products. "
"Mando was a listener, and he could understand my position. He was not just trying to sell me products. Emotionally, I’m not looking over my shoulder anymore. That is impact! I feel better overall about my finances. I’ll be able to do things that I was not able to do before. If you are doing well and feel like you need some structure and a real plan on how to maximize your savings, or if you feel like me and feel like your money could be doing more for you and your family, then working with Mando is a no brainer."
-PJ Valentini
Our Services
custom Tax strategy
Estate strategies
investment Advisory
risk management
insurance planning
Customer focused planning
business
planning
cash flow
planning
credit card utilization strategy
Frequently Asked Questions
I already have a CPA, attorney, and financial advisor. Why would I need your firm
too?
Many business owners have a team, but often no one is truly leading that team. We would act as your financial quarterback, bringing cohesion to your team... your CPA, attorney, and other professionals. Rather than replacing them, we strive to enhance their effectiveness by aligning their efforts into a coordinated, tax-efficient plan consistent with your short- and long-term goals.
Do you work with only ultra-wealthy business owners?
Not at all. We specialize in helping entrepreneurs generating $1M+ in revenue annually, but
many of our clients are in the $1M-$10M+ net worth range when factoring in their business
value. What matters most is complexity, as we thrive where conventional advice often breaks down.
I’m tired of writing six-figure checks to the IRS. Can you really help with that?
That is one of our primary goals. Our focus is building sustainable, proactive tax strategies
using legal structures, cash flow management and planning tools. If you’re writing big checks without new ideas, you might be overpaying.
My stock compensation is confusing. Can you help with that?
That’s our specialty. We will work with you to create clear, customized strategies for your individual stock options and restricted stock units, and proactively taking steps to minimize your alternative minimum tax liability. While your accountant files your taxes; we will help you structure and execute a tax-efficient plan to make the most of your non-cash compensation.
How do you help me reduce taxes without breaking the law?
We stay on top of latest industry standards and strictly adhere to all laws and regulations. All guidance offered utilizes IRS-compliant strategies and tools to help you keep more of what you earn.
Investing involves risk including possible loss of principal. No strategy assures success or guarantees against loss. Results vary based on individual circumstances and external factors. Neither MML Investors Services, LLC, Freedom Path Wealth, nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, Inc. Member SIPC. Freedom Path Wealth is not a subsidiary or affiliate of MML Investors Services, Inc. or its affiliated companies. Supervisory Office: 201 King of Prussia Road, Ste 501, Radnor, PA 19087. 610-766-3000.
Armando Sallavanti Is domiciled in PA and licensed to sell insurance in the following states: CA (#4148846), AL, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WI, WV.
Armando Sallavanti is licensed to sell securities in the following states: AL, AZ, CA, CO, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV.
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