Not everybody is looking for a full-service advisory relationship. Our digital wealth interface offers tax-efficient asset allocation and investment management with the ability to create your own financial plan. Drawing on over one hundred years of advisory experience from the team at Stonebridge Financial Group, Stonepath Digital Wealth offers a way for clients to build a solid financial future.
Investment Management
We offer low-cost diversified portfolios that are actively managed.
Account Aggregation
View your net worth by integrating all your accounts using one secure portal.
Do-it-Yourself Planning
Access to software that helps you build a basic financial plan
Your Experience from Beginning to End
Step 1
Take our five-minute questionnaire to determine the portfolio that fits your needs.
Step 2
Enter your information in our secure portal to open your account and receive your paperwork for e-signature.
Step 3
Fund your account. Use a bank account or transfer an existing account for your initial funding. Once your account is funded, it will be rebalanced to the portfolio you selected. There are no transaction costs to buy or sell funds in your account, but keep in mind there may be tax consequences for selling investments within a taxable account.
Step 4
View your financial picture by aggregating outside accounts and building your own financial plan to help see if you are on track based on your goals, assets, and risk tolerance.
Step 5
Monitor your portfolio ongoing through your Stonepath Digital Wealth portal.
Open An Account
Click here to create a login, open and fund an investment account. There is no cost to establish a login, but note that an advisory fee will apply for investment accounts you open and fund at Stonepath DW. For more details on our services and fees, please view our Frequently Asked Questions page.
Create Your Own Plan
Click here to create a login and begin building a basic financial plan. You have access to our account aggregation and planning services at no cost. You will have the ability to open an investment account if you choose and at that point your account would be charged an advisory fee based on the account balance. For more information view our Frequently Asked Questions page.