top of page

Straight Path Wealth serves clients both locally and nationwide. We offer in-person, phone, Zoom, or email consultations. We are here for you, what is the best way for you to chat?

Contact Us

Thanks for submitting!

BTB29355-2.jpg
Straight Path Wealth Management Street signs
straightpath-1018.jpg
“I highly recommend Straight Path! I have been using their services for about 10 years now. They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances. I have been blown away by the full range of services they have provided. Those services include tax preparation, SS application planning and recently planning for the possible need for long-term care. They don't just give generic advice, but they research the options and even work with other providers to make sure my needs are met. If I can use a medical analogy, it's like having a Primary Care Provider for your finances. As I stated at the beginning, I highly recommend Straight Path!"

- Tom O.

bottom of page