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

– Eleanor Roosevelt

Welcome to Stonepath

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

– Eleanor Roosevelt

Welcome to Stonepath

We encompass all areas of your financial life.

Financial Planning

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

Investment Management

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

Retirement Planning, both diversified and based on individual client needs, have one overarching goal: to make your retirement worry-free.

Estate Planning

Our goal is that our clients’ assets move efficiently to their heirs and charities.

Articles:

Educational articles written to educate clients and stimulate productive conversations.

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