Stonepath Wealth Management

Nicholes Baldwin is a financial advisor with Stonepath Wealth Management in Traverse City, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., Capital Asset Advisory Services, and Chemical Bank. Baldwin is also an insurance agent with SPWM Insurance Agency LLC and owner of The Baldwin Four LLC, a holding company. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a customized, fiduciary-driven investment process combining fundamental and technical analysis to build diversified portfolios with a long-term approach while actively monitoring and adjusting accounts as needed.

Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.

Lauren Golba is a financial advisor at Stonepath Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Huntington National Bank. Outside of her advisory role, she serves as a board member of the Woodland Office Center Association. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans by providing discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm employs a fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios with a long-term focus while actively monitoring and adjusting client accounts.

Nolan Baldwin is a financial advisor at Stonepath Wealth Management in Traverse City, MI, holding a Series 65 designation. He has one year of industry experience and previously worked at Philip Simmons High School for four years. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a customized, fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term approach while actively managing client accounts.

Matthew Golba is a financial advisor at Stonepath Wealth Management with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Golba serves on the board of the Legacy Aviation Learning Center, a charitable organization in Traverse City, MI. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a customized, fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios using various asset types while actively monitoring and managing client accounts.

Raymond Beaird is a financial advisor at Stonepath Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Packerland Brokerage Services. Outside of finance, he serves as a deputy with the Christian County Sheriff Office and works as an independent insurance agent. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans, offering discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios.

Steven Adams is a financial advisor at Stonepath Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, Adams is also an insurance agent with Stonepath Insurance Agency LLC, where he meets with clients to address insurance needs such as annuity products and life insurance. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios, taking a long-term approach while actively monitoring and adjusting accounts as needed.

Marc Ruemmler is a financial advisor at Stonepath Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Family First Life. Outside of advising, he is an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans by providing discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm employs a fiduciary-driven, customized investment process that combines fundamental and technical analysis to build diversified portfolios, taking a long-term approach while actively managing accounts.

David Knight is a CFP® professional with 11 years of experience in the financial industry. He is currently with Stonepath Wealth Management and has previously worked at Cambridge Investment Research Advisors, TD Ameritrade, and Scottrade. Outside of his advisory role, he is an independent insurance agent with SPWM Insurance Agency LLC. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans, offering discretionary investment management and financial planning services. The firm uses a fiduciary-driven, customized investment process that combines fundamental and technical analysis to build diversified portfolios with a long-term approach while actively monitoring and adjusting accounts.