Start to Work With Us 

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 goal

Getting started is easy. It’s no cost, no pressure, and you will walk away with a better understanding of where you are today. ​

​

​

​

       -This allows us to get know each other first. Make sure that our team fits what you are looking for, and makes sure we believe we can help you achieve your goals

​

#1

Schedule a 15 minute call

​

        -The next step after the 15 minute intro call is a more thorough intro meeting. This is when we dive into what’s important to you and what your priorities are. This will help us tailor our offering and processes to your situation and make sure we start where it’s most important to you.

         -We also will outline the costs associated with our services, along with exactly what an ongoing relationship with Straight Path looks like

​

​

#2

Intro Meeting

Start Planning Better, Investing Better, and Living Better. 

#3

Plan Better,

Live Better,

Invest Better

Fiduciary

Fiduciary means we will always give you the best advice, all of the time. That probably seems like common sense, and we agree. Sadly, much of the industry disagrees.

Complete Advice

Getting financial planning advice without integrated tax advice can cost you big. With our team of investment, financial planning, and tax experts, you can feel confident you are getting the best advice.

Clear and Transparent Fees

Our fees are structured so that we only make more money when you make money. With no commissions and only clear and transparent fees, you know exactly what you are paying at all times.