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Straight Path Wealth Team

ABOUTUS

Our Promise To You

At Straight Path Wealth, we will always provide unbiased, proactive, and objective advice designed to reach your goals. We will work with you to identify your goals, and then together we will create the best financial and investment plan to achieve those goals.

How We Fulfill That Promise

As an independent Registered Investment Advisor, we can recommend the best strategy for you. We work for you, not some Wall Street company. We are transparent and always act in a Fiduciary capacity, meaning all of our recommendations are only in your best interest.

How We Are Paid

We know that you have worked hard for your money and that you have saved it diligently. Because of this, we never make you question how much or where we are making our money. We will always clearly outline these the first time we meet. No surprises, only honest advice.

The Professionals Behind

At the heart of our team, you'll find a group of professionals with diverse skills and a shared passion for delivering top-notch financial services. We have CERTIFIED FINANCIAL PLANNER'S™ (CFPs) who are experts at crafting tailored financial plans to help you reach your goals. On the tax side, we have Enrolled Agents (EAs) and a Certified Public Accountant (CPA) who've got your back when it comes to navigating the intricacies of tax regulations. Beyond our formal titles, our team is a blend of experts who are all dedicated to providing exceptional financial guidance.

- 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:

Other Advisors:

Fiduciary Advice-
In Your Best Interest

Transparent Fees

Integrated Tax Planning & Preparation

Engaging & Fun That Provides Confidence To You

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

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