"It takes as much energy to wish as it does to plan."

– Eleanor Roosevelt

Welcome to Stonepath

Stonepath encompasses all areas of your financial life.

Stonepath encompasses all areas of your financial life.

Planning

We take a straightforward approach to how we handle the financial planning process.

Investing

We pride ourselves in the diligent research and care that we put into making sound, responsible investment decisions.

Taxes

Forward-thinking tax planning and tax preparation services that are fully integrated into your financial plan.

Insurance

Insurance can provide a variety of solutions and protections and is an essential part of your overall wealth management strategy.

Retirement

We are passionate about setting up the right plan to suit the individual needs of our business clients.

Estate

Our goal is that our clients’ assets are dispersed in the right amounts to the desired beneficiaries.

Articles:

Educational articles written to educate clients and stimulate productive conversations.

Contact us today to discuss the next step on your financial path.