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Financial Advisor. our comprehensive model taxes estate retirement and investment

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Our Services

Financial decisions are not made in a vacuum, instead, the best decisions are made understanding the impacts on all areas of life. In order to do that, we help you understand the big picture including your taxes, estate, retirement, and investments.

OUR COMPREHENSIVE MODEL

Tax Planning

Tax planning is a crucial and intricate process that requires careful consideration of current tax benefits versus future tax savings, particularly for individuals with complex financial situations, as it allows for maximizing financial gains and cash flow in the present and in the long term.

Financial Planning

Straight Path Wealth offers a comprehensive financial planning approach to optimize clients' hard-earned money through expert guidance in investing, tax, and retirement planning, ensuring maximum financial potential.

Investment Management

Straight Path Wealth, an independent Registered Investment Advisor, prioritizes clients' interests by providing personalized investment recommendations aligned with their unique goals and dreams, without the influence of profit-driven motivations from big Wall Street banks.

Social Security Optimization

Social Security is often a highly misunderstood aspect of retirement, yet effective planning in this area can profoundly enhance your personal retirement experience and outcomes.

Retirement Planning

Transitioning from a regular paycheck and savings accumulation during the working years to relying on savings for income can be an intimidating adjustment for many individuals.

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