Stonepath Wealth Management

Stonepath Wealth Management Stonepath Wealth Management offers highly individualized financial planning and services.

Stonepath Wealth Management is a financial services firm, where advisors offer guidance to clients in investment, retirement planning, tuition planning, portfolio management and insurance services. The firm is known for its highly customized solutions and its broad access to financial products and solutions. An independent advisory firm, Stonepath recommends products and solutions that are tailore

d to each client’s financial goals. Located in Michigan, Stonepath serves clients all across the country, including individuals, families, and business owners. SPWM Advisors, LLC d/b/a Stonepath Wealth Management (“Stonepath Wealth Management”) is a registered investment advisor. Stonepath Wealth Management provides investment advisory and related services for clients nationally. Stonepath Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.stonepathwm.com/.

Cruisin’ For Community!Join us for a fun time!😊Friday, August 9th 6:30-8:30PMWe look forward to seeing you! 🛥️ ...
07/26/2024

Cruisin’ For Community!

Join us for a fun time!😊

Friday, August 9th 6:30-8:30PM

We look forward to seeing you! 🛥️









05/20/2024

Don’t rule out a surprise rate cut this summer.

12/29/2023

Some key limits for retirement account savers are higher in 2024.

https://www.stonepathwm.com/are-you-prepared-for-a-30-year-retirement-2/
12/28/2023

https://www.stonepathwm.com/are-you-prepared-for-a-30-year-retirement-2/

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate o...

https://www.stonepathwm.com/25-ways-to-make-friends-in-retirement-2/
12/28/2023

https://www.stonepathwm.com/25-ways-to-make-friends-in-retirement-2/

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it can also present challenges in terms of socializing and making new friends. Research consistently highlights the positive impact of social conn...

12/26/2023

The latest issue of Market Week is available.

12/22/2023

Starting in 2024, certain clean vehicle tax credits can be transferred to a dealer as payment for the vehicle.

12/21/2023

Forecasts suggest the economy is kicking off the new year in a more stable position.

12/20/2023

Life insurance can help protect your family financially, but which type best suits your needs?

12/19/2023

Broadridge Advisor Solutions

12/18/2023

The latest issue of Market Week is available.

12/15/2023

Billions of dollars have been spent to build these virtual worlds. So exactly what is the Metaverse?

Address

Traverse City, MI

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+12485296288

Website

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