Premier Path Wealth Partners Marks Three-Year Anniversary with Continued Growth, Industry Leadership and Expanded Impact for Business Owners and Families

MADISON, N.J.--(BUSINESS WIRE)--Apr 21, 2026--

Premier Path Wealth Partners, an independent registered investment advisory firm serving closely held business owners, multigenerational families and ultra-high-net-worth wealth creators, today announced continued growth and momentum as it celebrates its three-year anniversary.

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Since its founding in 2023, the firm has built a differentiated advisory model focused on the intersection of personal wealth, business ownership and legacy planning. Following a milestone second year that included surpassing $1 billion in assets under management (AUM), expanding its team and launching a dedicated business consulting division, Premier Path has continued to deepen its capabilities and broaden its impact.

Over the past year, the firm has further strengthened its role as a strategic partner to entrepreneurs and families navigating complex financial decisions, from exit planning and liquidity events to intergenerational wealth transfer, governance and long-term legacy design.

“We founded Premier Path to deliver the kind of integrated, high-touch advice that business owners and families truly need but often struggle to find,” said Michael Lehman, CEO and Co-Founder of Premier Path Wealth Partners. “Three years in, we are seeing that vision come to life in a meaningful way. Our clients are building businesses, supporting families and shaping communities. We are proud to help them navigate that complexity with clarity and confidence.”

As the United States approaches its 250th anniversary, Premier Path says the milestone is a timely reminder of the value of independence, not just as a national identity, but as a guiding principle in wealth management.

“Independence, in our world, means the ability to sit on the same side of the table as our clients, with no product agenda, no institutional bias and no constraints on how we advise,” Lehman added. “It allows us to think holistically about our clients’ lives, their businesses and their legacies, and to deliver advice that is fully aligned with their best interests. That freedom is incredibly powerful, and it’s at the core of who we are as a firm.”

Premier Path’s continued growth has been driven by strong organic client demand, as well as its commitment to education, thought leadership and community engagement. The firm regularly convenes business owners, executives and industry experts through events, content and strategic partnerships focused on topics such as succession planning, business transitions and the human dynamics that influence financial decision-making.

In addition to its client work, the firm has expanded its visibility within the advisor and business owner communities through conference participation and speaking engagements. As part of the commitment to reach business owners directly, Premier Path will participate in the upcoming 2026 Flooring Distributor Convention in Dallas, where the team will share insights on financial strategies for entrepreneurs and closely held businesses.

“Our growth reflects both the strength of our team and the depth of the relationships we build with clients,” said Derek Wittjohann, Chief Operating Officer of Premier Path Wealth Partners. “We are not just advising on investments, we are helping clients navigate some of the most important decisions of their lives across their businesses, their families and their futures.”

As the firm enters its fourth year, Premier Path plans to continue its measured expansion, with a focus on adding experienced advisors and specialists who align with its client-first philosophy and entrepreneurial mindset.

“We are building this firm for the long term,” Lehman said. “The first three years have been about establishing a strong foundation. The next phase is about scaling that foundation thoughtfully while continuing to deliver exceptional outcomes for our clients.”

For more information, visit https://premierpath.com.

About Premier Path Wealth Partners

Premier Path Wealth Partners is the premier wealth management firm and a trusted advisor to families of multi-generational wealth, successful senior executives, and driven entrepreneurs. The firm is an independent, partner-owned, highly-experienced advisory that helps clients navigate the challenges of wealth preservation and growth in a dynamic economic environment. Based in Madison, New Jersey, the firm operates as a registered investment advisor (RIA). Learn more about Premier Path Wealth Partners at https://premierpath.com.

Michael Lehman, CEO and Co-Founder of Premier Path Wealth Partners

NEW YORK (AP) — U.S. prosecutors asked a judge Monday to dismiss criminal fraud and conspiracy charges against Indian billionaire Gautam Adani, who had been accused of duping Wall Street investors who poured billions of dollars into a massive solar project in India.

Adani, one of the world's richest people, was accused in 2024 of paying massive bribes to ensure the project's success. He was indicted in federal court in Brooklyn on charges of conspiracy, securities fraud and wire fraud charges in connection with a lucrative arrangement for Adani Green Energy Ltd. and another firm to sell 12 gigawatts of solar power to the Indian government to light millions of homes and businesses.

The Adani Group denied the allegations at the time, calling them baseless.

“The Department of Justice has reviewed this case and has decided, in its prosecutorial discretion, not to devote further resources to these criminal charges against individual defendants,” prosecutors wrote in a court filing.

The filing bore the names of Principal Associate Deputy Attorney General R. Trent McCotter and Brooklyn U.S. Attorney Joseph Nocella Jr.

Judge Nicholas Garaufis must still approve the request.

Lawyers for Adani and his co-defendants consented to the request, prosecutors said.

Adani's lawyer, Robert Giuffra, declined to comment. Lawyers Timothy Sini and Sean Hecker, who represent Adani’s nephew and co-defendant Sagar Adani, also declined comment.

Adani was never arrested in the case or brought to the U.S. to face trial and some in India long expected the case would be shelved after President Donald Trump last year suspended enforcement of the Foreign Corrupt Practices Act, a U.S. law banning business bribes overseas.

The move to drop the charges comes after the U.S. Securities and Exchange Commission said it was settling a related lawsuit against Adani.

Adani built his fortune in the coal business in the 1990s and, over time, the Adani Group embraced a diverse portfolio, investing in industries like renewable energy, defense and agriculture.

The company amassed a clean energy portfolio that included one of the world’s largest solar power plants, and had set a goal of becoming the country’s biggest player in the space by 2030. Adani had close ties with India’s government and Prime Minister Narendra Modi.

But the company also had its critics.

Short-seller Hindenburg Research, a U.S.-based financial research firm, has accused Adani and his company of “brazen stock manipulation” and “accounting fraud.” The Adani Group labeled the claims “a malicious combination of selective misinformation and stale, baseless and discredited allegations.”

When they charged Adani in 2024, U.S. prosecutors in New York said he and others played two sides of the solar deal, enticing investors with a rosy portrayal that the project was above board while offering $265 million in bribes to Indian government officials to secure lucrative contracts.

After the case was announced, Kenya’s president canceled multimillion-dollar airport expansion and energy deals with Adani. Adani Green Energy withdrew its wind energy projects from Sri Lanka after the country sought to renegotiate prices, while a French oil giant also paused new investments.

Analysts say a key factor in Adani’s meteoric rise over the years has been his knack for aligning his group’s priorities with those of the Modi government. His critics accuse him of crony capitalism and of gaining preferential treatment from the government, including in winning contracts, which the group has denied.

This story has been updated to correct the spelling of Adani’s first name. It is Gautam, not Gautaum.

FILE - Gautam Adani, Indian billionaire and chairman of Adani Group, presides over the 51st Gems and Jewelry awards function in Jaipur, India, on Nov. 30, 2024. (AP Photo, File)