Premier Path Wealth Partners

The Premier Path Podcast

Business EN ↓ 7 episodes

We’re an independent registered investment advisor helping multigenerational families, entrepreneurs, executives, and private business owners navigate today’s complex wealth challenges. Each episode turns values into action—clarifying goals, supporting passions, and preparing for tomorrow and beyond. Important Disclaimer: Premier Path Wealth Partners is registered as an investment adviser with the United States Securities and Exchange Commission. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level...

Author

Premier Path Wealth Partners

Episodes

The Blessings and Burdens of Family Enterprise with Christin McClave 11.06.2026 47:54

In this episode, Derek Wittjohann, COO of Premier Path Wealth Partners, sits down with Christin Cardone McClave, advisor at Legacy Capitals and former COO and CHRO of CARDONE Industries, a third-generation family enterprise with more than $1.2 billion in revenue and 5,000 employees. As both a family shareholder and senior executive, Christin played a key role in guiding the company through generat...

Aged to Perfection: Building a Wine Empire with Gary Fisch 13.05.2026 57:34

In this episode, Michael Lehman of Premier Path sits down with Gary Fisch, founder of Gary’s Wine and Marketplace, to discuss his nearly 40-year journey building one of New Jersey’s most respected retail brands. Gary shares how he started with a small store in 1987 and grew it into a nationally recognized name in wine retail through grit, timing, and a relentless focus on customer experience. They...

Investment Philosophy in Action: A Conversation with CIO Brian Glenn 10.04.2026

In this episode of the Premier Path Podcast, CEO Michael Lehman sits down with CIO Brian Glenn to explore what it really means to put investment philosophy into action. Brian walks through his role as Chief Investment Officer at Premier Path Wealth Partners, explaining how client goals, liquidity needs, and long-term outcomes shape every decision. They discuss key topics including public vs. pri...

Building Success From The Ground Up with Jessica Walker 13.03.2026 50:06

In this episode of the Premier Path Podcast, Brian Glenn, Private Wealth Advisor and CIO, sits down with Jessica Walker—entrepreneur, business leader, and founder of the J Walker Salon Group. Jessica shares how she built a multi-location beauty and wellness business starting at just 19 years old, along with lessons on leadership, resilience, and growing a business through both opportunities and ch...

AI in Wealth Management with Leslie Norman 17.02.2026 1:00:38

In this episode of the Premier Path Podcast, COO Derek Wittjohann sits down with Leslie Norman, Chief Technology Officer at Dynasty, to discuss how technology strategy and innovation are shaping the future of independent financial advisors. Leslie shares insights from her role leading Product and Engineering, Information Technology, Cyber Security, and Technology Services across the Dynasty Networ...

Beyond The Balance Sheet with Richard Orlando 15.01.2026 40:57

On this episode of The Premier Path Podcast, host and Premier Path Wealth Partners CEO Michael Lehman sits down with Dr. Richard Orlando, founder of Legacy Capitals and one of the nation’s leading voices in legacy and multigenerational planning. For more than twenty-five years, Dr. Orlando has advised high and ultra-high-net-worth families—around both boardroom tables and kitchen tables—helping th...

Roots of the Firm: The Premier Path Origin Story 22.12.2025 49:43

In our debut episode of the Premier Path Podcast, CEO Michael Lehman and COO Derek Wittjohann pull back the curtain on who we are, how we began, and the bold decision to break away from a wirehouse to build an independent firm built around client-first values. Michael and Derek share the story behind Premier Path—why independence matters, what drove the launch, the risks we took, and how our visio...