A complete list of active advisors currently associated with Straight Path Wealth Management

Warmer can help you find a great advisor at Straight Path Wealth Management or one who fits your needs even better.

Straight Path Wealth Management provides investment advisory and financial planning services to individuals (including high-net-worth clients), corporate retirement plans, corporate investment accounts, non-profits, and insurance company clients. The firm offers discretionary portfolio management, periodic financial and estate planning, and access to tax preparation and accounting services through an affiliated accounting firm. The firm’s investment process combines academic, fundamental, economic and technical analysis to construct diversified portfolios of ETFs, mutual funds and individual securities, and it tailors conservative, moderate and aggressive strategies to client risk profiles. Straight Path actively manages portfolios and at times uses short selling, market-timing tactics during volatile periods, and asset-backed options strategies (including use of derivatives in separately managed accounts), while generally holding fixed-income positions to maturity. Compared with many peer team firms, Straight Path discloses an ownership link to an accounting practice that provides tax and accounting services to clients and an affiliated insurance agency that no longer places policies, and it serves insurance company clients — a client type that is uncommon for firms in this category. The combination of in-house tax/accounting affiliation and explicit use of derivatives and short-selling in client accounts distinguishes its investment and service mix from most team advisors.

To learn more about the advisors currently working at Straight Path Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.