
FAQ
Frequently Asked Questions
- 01
As financial planners, we come alongside you to help you accomplish your goals and feel confident about your financial future. We do that by providing expert advice on your financial picture, making sure all the different pieces work together, and that opportunities are not missed. At Straight Path, we also dive deep into your tax situation to make sure we minimize the tax burden both today and into the future. All of this is done with the ultimate goal of helping you live a successful life without the stress of financial pressures.
- 02
We are licensed as fiduciary advisors which means we always put our client's best interest first and are held to the highest standard of integrity within the industry. What’s crazy is much of the financial industry doesn’t have to be fiduciaries to their clients, allowing them to recommend subpar investments or strategies that benefit the advisor vs the client. We’ve chosen to be fiduciaries because we believe it’s the right way to do things and it’s what clients expect. We’ve even registered in a way with our regulators that raises our hand, signifying we will always act in the best interests of our clients.
- 03
What makes our approach different is the focus on tax planning that we place throughout the entire process. Many financial planners claim to provide “tax planning,” when in reality it does little to help lower your tax burden. At Straight Path Wealth, we provide real tax planning and even have a team to prepare your tax return (which we do for over 300 people each year). This helps make sure you don’t miss any opportunities for better financial outcomes.
- 04
We do not have a minimum asset requirement to become a client because we believe it is just as important for an individual with $100,000 to receive sound financial advice as it is for someone with $1,000,000. However, depending on your asset level, some of our specialized services such as financial planning and tax preparation will be included with your annual fee, whereas some will be an additional charge.
