REDUCE TAXES INVEST SMARTER OPTIMIZE INCOME

Financial and Tax Planning for Those Preparing for Retirement

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Learn What It Feels Like To Work With

Why Work with Straight Path?

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Fiduciary

What is a Fiduciary?

It's simple. It just means we will always give you the advice that is best for you. Seem's 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?

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.