Stonepath Wealth Management

Nicholes Baldwin is a financial advisor with Stonepath Wealth Management, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at SPWM Advisors LLC, Cambridge Investment Research Advisors, Inc., and Capital Asset Advisory Services. Baldwin is also an insurance agent with SPWM Insurance Agency LLC and owner of The Baldwin Four LLC, a holding company. Stonepath Wealth Management offers discretionary investment management, financial planning, and consulting services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm emphasizes customized, long-term portfolios using a range of investment vehicles and employs both fundamental and technical research methods.

Michael Dreyer is a financial advisor at Stonepath Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and operated Dreyer & Dreyer CPAS LLC for nearly two decades. Dreyer is also an independent insurance agent through SPWM Insurance Agency LLC and provides tax preparation services as a CPA with SFK PLLC. Stonepath Wealth Management offers discretionary investment management, retirement-plan advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm constructs customized, primarily long-term portfolios using a combination of low-cost mutual funds, ETFs, individual securities, and independent manager strategies, supported by both fundamental and technical research.

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 with Stonepath Wealth Management in Traverse City, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cambridge Investment Research and its advisory affiliates from 2012 to 2023 before joining SPWM Advisors LLC. Outside of advisory work, Golba serves as a board member for the Legacy Aviation Learning Center, a charitable organization. Stonepath Wealth Management provides discretionary investment management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies, supported by both fundamental and technical research.

Raymond Beaird III is a financial advisor with Stonepath Wealth Management, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Stonepath Wealth Management in 2024, he worked at Packerland Brokerage Services for three years. He also serves as a deputy at the Christian County Sheriff Office and is an independent insurance agent. Stonepath Wealth Management provides discretionary investment management, retirement-plan advisory, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm constructs customized portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies, supporting both long-term investment goals and shorter-term adjustments.

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 with Stonepath Wealth Management in Traverse City, MI, holding a Series 66 license and three years of industry experience. His previous roles include positions at SPWM Advisors LLC and Cambridge Investment Research. Outside of advising, he is an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm constructs customized, primarily long-term portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies.