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Our Services
Tax Planning
Tax planning is a delicate process. Balancing the tax benefits now vs tax savings later can be complex, but is absolutely worth the time and effort. For those with complex financial situations, from business owners to individuals with larger estates or big retirement accounts, tax planning is essential to ensuring you’re able to make the most out of the finances you’ve worked hard to earn. We consistently optimize and tweak plans, portfolios, and income to make sure we maximize cash flow both now and for years to come.
Financial Planning
At Straight Path Wealth, we bring a comprehensive approach to financial planning, designed to help you make the very most out of your hard work. Our financial advisors will help you optimize your finances in every aspect, from confident, conscientious investing to tax and retirement planning.
Investment Management
Straight Path Wealth is an independent Registered Investment Advisor. That means we’re here to work for you, and no one else. We are not tied into a big Wall Street bank where profit is more important than people. Instead, we know you have unique goals and dreams, and we work to align your investment strategy with those goals. We make personalized investment recommendations that are in your best interest, and that you’re comfortable with.