Our Insights

The R.I.T.E. Path: A New Beginning

by Dane Czaplicki on Oct 19, 2026

Rite-Path.jpg

 

After three and a half years, we’re taking a new path.
 
My Weekender posts and our team’s Thursday articles are coming together under one blog: The R.I.T.E Path. Different voices, one coordinated effort, grounded in our simple mantra: Meet people. Help people. Change lives.
 
The feedback has been helpful. Some people like how I write. Others don’t.
 
We took those people off the list.
 
Kidding.
 
What we’ve heard most is that you appreciate hearing from different people, on different topics—and you appreciate when we sound like ourselves.
 
So each Monday, you’ll hear from someone on our team, on topics and questions that matter to you, not just how we help you answer them.
 
When Makeda, our marketing associate, and Stephanie, our growth officer, suggested the name, "the RITE Path", I needed a little time to make sense of it.
 
I advocate for change and growth. Apparently, I’m more enthusiastic when the change is my idea.
 
But I didn’t hire thoughtful people to ignore their thinking. And one of our core values is Better Every Day. They had read the posts, studied the market, and listened to your feedback. It was my turn to listen.
 
Then the word path started to settle in.
 
I thought of Robert Frost’s The Road Not Taken. With Samantha now at Middlebury, where Frost has deep connections, I’ve probably given her enough Frost books to stock a small shelf. Add my love of hiking and wanderlust, and the name began to feel personal.
 
Stephanie also made an important point: The R.I.T.E Path doesn’t mean there’s one right path for everyone.
 
That hit home.
 
Our work is to help you connect your financial decisions with the life you want to live—and choose your own way forward.
 
We’ll still use AI to improve how we work, but we want our people to continue doing the thinking, sharing their experiences, and sounding like themselves. I also have a sneaking suspicion you’ll be seeing more of us on video soon - live authenticity!
 
Welcome to The R.I.T.E Path. Tell us what you’d like us to explore.
 
And enjoy the journey.

 

 
 
 

Investment strategies, including rebalancing, do not guarantee improved performance and involve risk, including potential loss of principal. Past performance does not guarantee future results.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. 
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

 

About the Author

Dane Czaplicki, CFA®

Dane Czaplicki is CEO of Members’ Wealth, a boutique wealth management firm that offers a comprehensive approach to serving individuals, families, business owners, and institutions. The firm’s goal is to preserve and grow its clients’ wealth to endure over time, while thoughtfully evolving its strategy to suit an ever-changing world. With over 20 years of wealth management experience, Dane and the Members' Wealth team thrive on bringing clarity and confidence to clients' unique situations. He believes everyone needs sound financial advice from someone whose interests are aligned with theirs, and is determined to put service before all else.

Dane received his MBA from The Wharton School of Business at the University of Pennsylvania and his bachelor’s degree from Bloomsburg University. Outside work, he enjoys spending time with his wife and kids, hiking and camping, reading, running, and playing with his dog. To learn more about Dane, connect with him on LinkedIn.

To get in touch with the Members’ Wealth team today, I invite you to email info@memberswealthllc.com or call (267) 367-5453. 

You can learn more about how we serve our clients by tapping the button below.

 

 

Investment advisory services are offered through Members’ Wealth, LLC., a Registered Investment Advisory Firm.

Registration with the SEC does not imply a certain level of skill or training. We are an independent advisory firm helping individuals achieve their financial needs and goals

Members’ Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.

This commentary reflects the personal opinions, viewpoints and analyses of the Members’ Wealth, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Members’ Wealth, LLC or performance returns of any Members’ Wealth, LLC client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Members’ Wealth, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results

Copyright © 2023 Members' Wealth LLC
Topics: Members' Minute

See all

See all

Subscribe to Our Insights