Straight Path Wealth Management of Jenison

Straight Path Wealth Management of Jenison is a Financial Planner in Jenison, MI. The firm operates as a fiduciary practice serving clients across West Michigan and nationwide. Its services include retirement planning, investment management, and tax planning and preparation. The team provides personalized guidance for individuals preparing for retirement, those currently in retirement, or those navigating major financial decisions. The firm holds a rating of 5.00.

The firm is an independent Registered Investment Advisor that acts in a fiduciary capacity, ensuring recommendations are made in the client's best interest. The team includes Certified Financial Planner Professionals, Enrolled Agents, and a Certified Public Accountant. Specific services involve Social Security optimization to maximize lifetime benefits, custom investment portfolios, and proactive tax strategies that include tax preparation. The firm states that its approach combines financial planning, investment management, and tax planning into a coordinated plan. It offers a free assessment and a 15-minute call with a CFP professional to discuss goals.

Straight Path Wealth Management of Jenison is located at 7699 Georgetown Center Dr in Jenison, MI.

The firm is recognized by USA TODAY as one of the Best Financial Advisory Firms in America. This recognition was evaluated in partnership with Statista based on client feedback, industry data, and overall firm development. The firm emphasizes transparent fees and objective advice, distinguishing itself from non-fiduciary advisors by providing integrated tax planning and preparation.