Stonepath
Digital Wealth

Digital wealth with a local presence

Build A Solid Financial Foundation

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. Our software allows you to integrate outside accounts so you have access to your full financial picture. If you are looking for an Environmental, Social and Governance (ESG) investment strategy, we have an ESG suite of portfolios as well. We are here to help clients create and build wealth using our low-cost strategy.

Investment Management

Professionally Managed Portfolios at Your Fingertips

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.

investment
Account Aggregation

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.

do-it-yourself

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.

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

Fee Schedule:

Total Investment

$5,000 & up
per account

Advisory Fee

0.70%

Included Services

  • Asset Allocation
  • Investment Management
  • Account Aggregation
  • Self-directed 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.

Questions? Check out our Stonepath FAQ