We are a registered investment advisor that strongly upholds the fiduciary standard (always do what is best for the client). We work with hundreds of clients to help ensure their happy and successful financial future.
With our in-depth knowledge of Social Security, we are able to help those getting ready for retirement to optimize their benefits, many times allowing them to receive more than $100,000 extra over the course of their lifetime. We also put together an in-depth retirement income plan to maximize the after tax benefit to the retiree and to avoid paying the pesky taxes that seem to limit so many people’s retirement dreams.
When the planning above is combined with our innovative portfolio strategy Income 2.0, we truly help the retiree maximize their retirement income possibilities. With bonds being unattractive for the next few decades, our portfolio which does not require fixed income to reduce risk and create income, creates a higher amount of income, without the inherent low performance that bonds are expected to give over the next 20 years.
For those not quite in retirement, we combine our Wealth Building Plan along with our Growth 2.0 strategy to make sure you get where you want to go. Since our Wealth Building Plan reduces the obstacles seen with traditional retirement planning, clients find it easier and more enjoyable saving for goals, even though they may be far off.
Contact us for more information.(616) 457-5450
Company Details
- Employees
- 12
- Founded
- -
- Address
- 7699 Georgetown Center Dr, Jenison,michigan 49428,united States
- Phone
- 1-616-288-3670
- ma****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- straightpathwealth.com
- HQ
- Jenison, Michigan
Straight Path Wealth Management Questions
Straight Path Wealth Management's helpline number is 1-616-288-3670
Straight Path Wealth Management's website is straightpathwealth.com
Straight Path Wealth Management's LinkedIn profile is https://www.linkedin.com/company/straight-path-wealth-management
Straight Path Wealth Management has
12 employees.
View email and phone details for 12
employees at Straight Path Wealth Management.
Straight Path Wealth Management's industry is
Financial Services
Straight Path Wealth Management's top competitors are
Legacy Commercial Group,
Qwest Property Management,
Christian Mission Aid,
Integris Consultores,
Charter Capital,
Cfp Board,
Ryan Financial Group, Llc,
Graham Carter Homes,
Npf Investment Advisors,
Bridgewright Wealth Partners.
Straight Path Wealth Management's support email address is matthew@straightpathwealth.com
Straight Path Wealth Management's categories are Financial Services
Straight Path Wealth Management's founding year is 2001
