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.