Straight Path Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
7699 Georgetown Center Dr, Jenison, Mich...Phone Number
(616) 288-3670Website
www.straightpathwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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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
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Straight Path Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Straight Path Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Straight Path Wealth Management.
Straight Path Wealth Management Tech Stack
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Frequently Asked Questions Regarding Straight Path Wealth Management
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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
