Straight Path Wealth Management
Straight Path Wealth Management is a fiduciary, fee-only wealth management and financial planning firm headquartered in Jenison, Michigan. The firm focuses on providing personalized guidance through comprehensive financial, retirement, tax, and investment planning for individuals preparing for retirement. Their multidisciplinary team includes CFPs, EAs, and CPAs, serving a broad client base approaching or already in retirement, emphasizing tax reduction, portfolio growth, and income optimization. The firm is registered as an investment adviser and has an approach rooted in transparency and fiduciary responsibility.
Investment Strategy
Straight Path Wealth Management provides custom portfolio construction designed to grow and protect client wealth through varying market cycles. Their investment approach emphasizes tax efficiency, risk management, and evidence-based investing, integrating comprehensive financial and tax planning. The firm prioritizes transparent fees, fiduciary duty, and objective advice, aiming to help clients optimize income and minimize taxes before and during retirement, all while maintaining a high level of personalized service and ongoing education.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 17.80% | $52.4M | 1,463,137 | $28.07 | $35.84 | +$8.7M |
T TSLA | TESLA INC | 12.63% | $37.2M | 117,153 | $344.51 | $317.66 | +$6.9M |
D DFIC | DIMENSIONAL ETF TRUST | 9.26% | $27.3M | 877,424 | $24.74 | $31.09 | +$4.6M |
D DFGP | DIMENSIONAL ETF TRUST | 7.24% | $21.3M | 391,277 | $54.95 | $54.49 | +$1.1M |
M MTUM | ISHARES TR | 5.41% | $15.9M | 66,348 | $164.94 | $240.32 | +$3.0M |