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Business Details
19 Years
experience
Trusted Financial Advisors in Jenison, MI
At Straight Path Wealth Management, we provide proactive and objective financial advice designed to help clients achieve their long-term goals. As an independent Registered Investment Advisor, we act solely in a fiduciary capacity, ensuring all recommendations prioritize client interests. Our team includes CERTIFIED FINANCIAL PLANNERS, Enrolled Agents, and a Certified Public Accountant, combining expertise in tax planning, investment management, and retirement strategies. We emphasize transparency in our fee structure and avoid hidden commissions, offering integrated financial planning that addresses taxes, estate, retirement, and investments.

With over 15 years of experience serving West Michigan, we deliver personalized guidance through face-to-face or virtual consultations, focusing on building lasting relationships and empowering clients to make informed decisions. Our approach combines academic research with practical strategies to optimize portfolios, minimize taxes, and maximize lifetime benefits, ensuring clients feel confident and supported throughout their financial journey.
Services
Tax Planning Financial Planning Investment Management Social Security Optimization Retirement Planning
Details
  • Year established: 2007
Highlights and features
  • We act as fiduciaries, prioritizing your best interests in every recommendation.
  • Our team combines CFPs, EAs, and a CPA for integrated financial solutions.
  • Transparent fee structure with no hidden commissions or surprises.
  • Proven investment strategies based on academic research and market analysis.
  • Specialized expertise in retirement tax planning and Social Security optimization.
Associations and certifications
  • CERTIFIED FINANCIAL PLANNER
  • Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
What people say
Personalized approach Trust them with finances Transparent fees No hidden fees Educational guidance
Update Listing
Services
Tax Planning
Our tax planning services focus on proactive strategies to minimize liabilities and maximize savings. We integrate tax expertise with financial planning to ensure compliance while optimizing deductions, Roth conversions, and income structuring. Clients benefit from personalized advice tailored to their unique financial situations.
Retirement Planning
We develop customized retirement plans that balance immediate needs with long-term goals. Our approach includes tax-efficient income strategies, Social Security optimization, and portfolio management to ensure financial security and confidence during retirement transitions.
Investment Management
Our investment strategies are grounded in academic research and designed to grow and protect wealth. We create diversified portfolios aligned with client risk tolerance and goals, emphasizing cost control, risk mitigation, and long-term growth.
Social Security Optimization
We analyze factors like age, life expectancy, and tax brackets to maximize lifetime Social Security benefits. Our strategies address spousal benefits, claiming timing, and integration with overall retirement plans to enhance financial outcomes.
Financial Planning
Comprehensive financial planning covers taxes, estate, retirement, and investments. We help clients create roadmaps for confident decision-making, ensuring all aspects of their financial lives are aligned with their goals and values.
Questions
What services do you offer?
We provide tax planning, financial planning, investment management, Social Security optimization, and retirement planning tailored to individual client needs.
Are you fiduciary advisors?
Yes, we act solely in a fiduciary capacity, ensuring all recommendations prioritize your best interests without hidden commissions.
How are your fees structured?
Our fees are transparent and clearly outlined during initial consultations, with no surprises or hidden costs.
Do you serve clients outside West Michigan?
While based in West Michigan, we offer virtual consultations and serve clients nationwide.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS™, Enrolled Agents, and a Certified Public Accountant with decades of combined experience.
How do you handle investment strategies?
We use research-backed, diversified portfolios tailored to your goals, emphasizing risk management and long-term growth.