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. Our service also includes a portal where you can aggregate outside accounts and store important documents in a secure electronic vault. 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

Professional Money Management Without the Cost of a Full-Service Relationship

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

Not everybody is looking for a full-service advisory relationship. Our digital wealth service allows you to organize your financial life and aggregate all of your accounts in one place using our secure portal so you can see your full financial picture.

Financial Planning Services

Are You On Track To Hit Your Financial Goals?

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 on an hourly or project basis. Fees for this service vary based on the complexity of the plan.

do-it-yourself

Your Experience from Beginning to End

Step 1

Complete our initial information capture form in our secure portal so we can send you account paperwork for e-signature.

Step 2

Complete our quick investment questionnaire to determine the portfolio that fits your needs (a docusign link will be sent to you to by one our dedicated client associates to complete electronically within 24 hours of completion of your initial information capture. If completed on a weekend, a link will be sent to your when we return to the office on Monday).

Step 3

Complete your account paperwork and fund your account. Use a bank account, physical check, or transfer an existing account for your initial funding. Once your account is funded, it will be rebalanced to the portfolio selected via your signed Investment Policy Statement. 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

Access your financial portal offered through eMoney. Begin aggregating outside accounts and organize your full financial picture within our secure client portal.

Step 5

Monitor your portfolio ongoing through your secure eMoney 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

Add-On Service

Financial planning service with one of our financial advisors at an hourly or project-based rate.

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.

Questions? Check out our Stonepath FAQ