Stonepath provides you with tax-efficient asset allocation and investment management. If you are looking for an Environmental, Social and Governance (ESG) investment strategy, we have an ESG suite of portfolios as well.
Build a Solid Financial Foundation
Investment Management
Professionally Managed Portfolios at Your Fingertips
Account Aggregation
Understand Your Entire Financial Picture
Our software allows you to integrate outside accounts so you have access to your full financial picture. Outside accounts can include bank accounts, 401k accounts, brokerage accounts, etc.
Do-it-yourself Planning
Are You On Track To Hit Your Financial Goals?
Not everybody is looking for a full-service advisory relationship and simply just want to know, am I on track? Using our simple questionnaire, Stonepath allows you to build a basic financial plan. If you are looking for more in-depth planning with a CFP® Professional, you have access to an experienced team of advisors at Stonebridge Financial Group you can engage. Fees for this service vary based on the complexity of the plan.
Account Types We Offer Include:
- Joint with Rights of Survivorship
- Minor ROTH IRA
- Individual
- IRA
- Minor Traditional IRA
- Rollover IRA
- ROTH IRA
- SEP IRA
- Tenants by the Entireties
- Tenants in Common
- SIMPLE IRA
Fee Schedule
Total Investment
$5,000 & up
per account
Advisory Fee
0.70%
Included Services
- Asset Allocation
- Investment Management
- Account Aggregation
- Self-directed planning
Additional Services From
Retirement plan consulting for business owners
Full-service wealth management
Financial planning
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.