Our Promise to You
At Straight Path Wealth, we will always provide unbiased, conflict-free, 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 goal
How We Fulfill This Promise
As an independent Registered Investment Advisor, we are able to 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 believe in transparency. 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.
Fiduciary means we will always give you the best advice, all of the time. That probably seems like common sense, and we agree. Sadly, much of the industry disagrees.
Getting financial planning advice without integrated tax advice can cost you big. With our team of investment, financial planning, and tax experts, you can feel confident you are getting the best advice.
Clear and Transparent Fees
Our fees are structured so that we only make more money when you make money. With no commissions and only clear and transparent fees, you know exactly what you are paying at all times.