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Old retired couple laughing and living better because they invested smarter with Straight Path


Financial and Tax Planning for Those Preparing for Retirement

Learn What It Feels Like To Work With

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Why Work with Straight Path?

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Straight Path Wealth Management featured in Investor's business daily
Straight Path Wealth Management Team fiduciary
Integrated tax advice including tax planning and preperation
Certiffied Financial Planner financial advisors


What is a Fiduciary?


It's simple. It just means we will always give you the advice that is best for you. Seems like common sense? Unfortunately, much of the financial industry thinks differently.

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Integrated Tax Advice

Many firms claim to do "tax planning", but at Straight Path we do real tax planning including preparation.


We look at retirement and investments, but we also have a whole team of tax experts, including CPAs and EAs, guiding you with the advice you need.

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CFP® Professionals

Only 1/3 of financial advisors have obtained the CERTIFIED FINANCIAL PLANNER designation, and even less have their CHARTERED FINANCIAL ANALYST certification.


Shouldn't your advisor be a leader in the industry?

Straight Path Wealth Management Jenison Michigan

At Straight Path Wealth, we will always provide unbiased, conflict-free, 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.


Meet The Team

Ken Welch, CPA, CFP

CPA & Wealth Advisor

Jake Keuning, CFP

Certified Financial Planner ™

Rhiannon Diekema, EA

Staff Accountant

David Lutz, Advisor

Senior Wealth Advisor

Marsha Shade, Client Service

Client Service


Receptionist/ Payroll Specialist

Madelyn Rozeboom, Financial Planner

Financial Planning Associate


Head of Marketing & Client Experience