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Reduce Taxes.
Invest Smarter.
Optimize Income.

Financial & Tax Planning for Those Preparing for Retirement.

Learn What It Feels Like To Work With

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- How We Are Different -

Why work with Straight path?

Experts at assisting our clients in reducing taxes, investing smarter, and optimizing their income.

Straight Path Wealth:

Fiduciary Advice-
In Your Best Interest

Transparent Fees

Integrated Tax Planning & Preparation

Engaging & Fun That Provides Confidence To You

Other Advisors:

Conflicts of Interest-
Leads To Bad Recommendations

Hidden Commissions With No Transparency

Fake "Tax Planning" Based On Broad Advice That You Need To Execute

Boring & Complicated

FEATURED IN

Kiplinger's Personal Finance logo
Wall Street Journal logo
Financial Planning Invested in Advisors logo
Investor's Business Daily logo
Forbes logo
Straight Path Wealth Management Jenison Michigan

At Straight Path Wealth, we will provide proactive and objective advice designed to reach your goals. 

 

This includes real tax planning, not the fake stuff most firms talk about, investment portfolios based on science, not gut feel, and financial planning that is fun and exciting, not boring and stressful.

OUR PROMISE TO YOU

Matthew Boersen, CFP, CFA

Managing Partner

Victoria Buffum, EA

Chief Operating Officer, Partner

Thomas Proos, CPWA

Wealth Advisor

Ken Welch, CFP, CPA

Wealth Advisor

Jaycob Keuning, CFP

Wealth Advisor