Straight Path Wealth Management

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 peoples 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 inheren...