Reviews for Straight Path Wealth Management

Write a review

Jun 2025
Straight Path Wealth Management is a reputable financial planning firm in Jenison, MI, providing a holistic approach to financial planning since 2011. The team of professionals, including CFPs, EAs, CPAs, and experts, is dedicated to delivering exceptional financial services. Clients praise the firm's investment and tax knowledge, excellent communication, and professionalism. The team takes the time to explain complex financial concepts clearly, making them a trusted resource for tax preparation and investment guidance.

More Reviews

Photos

Add a Photo

View All Photos

From Straight Path Wealth Management

Straight Path Wealth Management is a financial planning firm in Jenison, MI that has been helping clients achieve their financial goals since 2011. We offer a holistic approach to financial planning that combines retirement, investment, and tax planning. We are a team of professionals, comprised of CERTIFIED FINANCIAL PLANNER’S™ (CFPs), Enrolled Agents (EAs), Certified Public Accountants (CPA), and a diverse range of experts with a shared commitment to providing exceptional financial services. Our goal is to help you reduce taxes, invest smarter, and optimize your income. We are a fiduciary firm, which means we are legally obligated to put your interests first.