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Happy Couple retiring confidently with Straight Path Wealth.

Financial & Tax Planning for Those Preparing for Retirement

Reduce Taxes.
Invest Smarter.
Optimize Income.

Learn What It Feels Like To Work With

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- How We Are Different -

Why work with Straight path?

Experts at assisting our clients in reducing taxes, investing smarter, and optimizing their income.

Straight Path Wealth:

Fiduciary Advice-
In Your Best Interest

Transparent Fees

Integrated Tax Planning & Preparation

Engaging & Fun That Provides Confidence To You

Other Advisors:

Conflicts of Interest-
Leads To Bad Recommendations

Hidden Commissions With No Transparency

Fake "Tax Planning" Based On Broad Advice That You Need To Execute

Boring & Complicated

Straight Path Wealth Management Jenison Michigan

At Straight Path Wealth, we will provide unbiased, proactive, and objective advice designed to reach your goals. 

 

This includes real tax planning, not the fake stuff most firms talk about, investment portfolios based on science, not gut feel, and financial planning that is fun and exciting, not boring and stressful.

OUR PROMISE TO YOU

Ken Welch, CPA, CFP

Ken Welch, CPA, CFP®

Wealth Advisor

Jake Keuning, CFP

Jaycob Keuning, CFP®

Wealth Advisor

Rhiannon Diekema, EA

Rhiannon Diekema, EA

Accountant & Tax Expert

David Lutz, Advisor

David Lutz

Wealth Advisor

Marsha Shade, Client Service

Marsha Shade

Client Service

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Cara Olson

Receptionist/ Payroll Specialist

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Caitlin Seaver

Head of Marketing & Client Experience

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