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 goals.
How We Fulfill This 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 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.
As a Fiduciary, we consistently provide you with the best advice, with a fee structure designed to align our success with yours and with transparent fees. Part of providing that advice is integrating tax planning and preparation into your complete financial plan, potentially saving you thousands in taxes. The combination of these two is unlike much of the financial industry, and is designed to provide you with the maximum value possible.