Straight Path Wealth Management
Finance · Michigan, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
7699 Georgetown Center Dr, Jenison, Mich...Phone Number
(616) 288-3670Website
www.straightpathwealth.comRevenue
<$5 MillionIndustry
About Straight Path Wealth Management
Straight Path Wealth Management is a financial planning firm based in Jenison, MI, dedicated to providing fiduciary advice to retirees and pre-retirees. Their services encompass retirement, investment, and tax planning, with a focus on reducing taxes, optimizing income, and building confidence in financial decisions. The firm prides itself on offering transparent fees and personalized guidance through every stage of the financial journey. Their team consists of certified professionals, including CFPs and CPAs, committed to delivering exceptional financial services.Explore more
Straight Path Wealth Management Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Straight Path Wealth Management
Compare insights from companies similar to Straight Path Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Straight Path Wealth Mana...
<$5M
11-50
Private
-
2001
CS
Caitlin SeaverHead of Marketing, Client Experience
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Straight Path Wealth Management Tech Stack
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Straight Path Wealth Management
Sign Up For FreeTo access detailed company insights
Straight Path Wealth Management is a financial planning firm based in Jenison, MI, dedicated to providing fiduciary advice to retirees and pre-retirees. Their services encompass retirement, investment, and tax planning, with a focus on reducing taxes, optimizing income, and building confidence in financial decisions. The firm prides itself on offer... Read More
