"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.


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


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


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


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


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


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


Educational articles written to educate clients and stimulate productive conversations.

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