Straight Path Wealth Management

Personalized portfolios to your situation Rooted in academic research, not gut feelings or emotional swings, with transparent investing. Make sure you understand the strategy and never lose a night of sleep. It all starts with the big picture. Understand what's important to you. Planning should be fun.

At Straight Path Wealth, we will always provide unbiased, conflict-free, and objective advice designed to reach your goals. We will work with you to identify your goals, and then together we will create the best financial and investment plan to achieve those goal. As an independent Registered Investment Advisor, we are able to recommend the best strategy for you.

Straight Path Wealth Management was originally founded as Financial Architects Inc in 2002 by Derrin Leigh, with a focus on providing clients a high level of service with a concentration on risk management. In 2009, Derrin transitioned Financial Architects to being a fee-only Registered Investment Advisor, emphasizing transparency and accountability to clients.

Tax planning is a delicate process. Balancing the tax benefits now vs tax savings later can be complex, but is absolutely worth the time and effort. For those with complex financial situations, from business owners to individuals with larger estates or big retirement accounts, tax planning is essential to ensuring you're able to make the most out of the finances you've worked hard to earn.

Pam and Jon have one child and are very involved in their local church. Jon retired a year ago, He is very concerned about making his money last, hasn't taken social security yet and wants to make sure he does that right. Additionally he wants to reduce his tax bill as much as possible. Pam has been fairly involved in the family's finances for the last 30 years.