In a new merger, Golba Financial Group has joined forces with Kennard Wealth Management—rebranding as Stonepath Wealth Management. Under this new banner, the Stonepath team will offer financial advisory services to clients across the country, including expert guidance and customized solutions in such fields as retirement planning, tuition planning, and general wealth management. Additionally, and even in a period of significant growth, the new firm has pledged to maintain the intimate, people-first approach that its clients expect.
“Whether you’re a previous client of Golba Financial Group or of Kennard Wealth Management, you’ve surely become accustomed to a high level of prompt, friendly, individualized service,” comments Matthew Golba, an advisor and partner who formerly headed Golba Financial Group. “Those high standards of one-on-one attention will continue here, even as we spread our wings and broaden the services we can provide.”
Golba goes on to note that, under the Stonepath branding, he and his colleagues will be able to offer clients an even greater level of competitive market access. “By bringing our businesses together, we can offer more research opportunities, increasingly robust shared systems, and a richer array of resources that we can deliver to our clients,” Golba comments.
The company’s mission statement is a simple one; Stonepath seeks simply to meet each client’s financial needs, through highly individualized financial products and services. “We are totally independent, which means we are able to provide clients with solutions that address their goals,” Golba affirms. Serving individuals, families, and business owners alike, Stonepath takes pride in its customization and its client-centricity.
The expansion also means that Stonepath will maintain offices across Michigan—though it remains resolute in serving clients across the country. “We’ll be more accessible to Michigan clients, but are pleased to work with individuals and businesses all over America,” Golba reiterates.
In the end, Golba believes the new branding is a big step forward for how he and his fellow advisors can address client needs. “We’re looking forward to serving our clientele with the same friendly, one-on-one service as before, but now with an even greater ability to provide best-in-class financial products and services,” he concludes.
More information about Stonepath Wealth Management can be found online at www.stonepathwm.com.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, and Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Stonepath Wealth Management & Cambridge are not affiliated.
ABOUT:
Stonepath Wealth Management is an independent financial advisory firm, offering highly customized services and competitive market access. Serving individuals, families, and business owners, the advisors at Stonepath provide guidance in such areas as retirement planning, investment, tuition planning, and more.
Additional information about the firm can be found at www.stonepathwm.com.
Media Contact
Company Name: Stonepath Wealth Management
Contact Person: Matt Golba
Email:Send Email
Phone: 231.668.6999
Country: United States
Website: www.stonepathwm.com
