Strait Direction
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    • Home
    • About
    • Services
      • Financial Coaching
      • Financial Planning
      • Government Services
      • Retirement Planning
      • Investing
      • Insurance
    • Resources
    • Contact
Strait Direction
  • Home
  • About
  • Services
    • Financial Coaching
    • Financial Planning
    • Government Services
    • Retirement Planning
    • Investing
    • Insurance
  • Resources
  • Contact

About Us

  We firmly believe that everyone should have access to sound financial information regardless of financial means. At Strait Direction Wealth Management we take a  holistic approach to helping you meet your financial goals. We look at everything that could affect you and your family’s financial future, not just your money. We look forward to serving you.  

Our Core Values

Our clients' interests come first

We believe in a quality-oriented, long-term investment philosophy

Individuals and their contributions are valued and respected

Individuals and their contributions are valued and respected

We believe in a quality-oriented, long-term investment philosophy

Individuals and their contributions are valued and respected

We believe in a quality-oriented, long-term investment philosophy

We believe in a quality-oriented, long-term investment philosophy

We believe in a quality-oriented, long-term investment philosophy

We value working in partnership

Strive for excellence in our work

We believe in a quality-oriented, long-term investment philosophy

Strive for excellence in our work

Strive for excellence in our work

Strive for excellence in our work

Excellent service and integrity

Strive for excellence in our work

Strive for excellence in our work

Always look for the best way

Always look for the best way

Always look for the best way

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Schedule a time to see me by clicking the button below which will take you to my Calendly account.

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Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life change.


It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.


You should meet with us to review your plan every year, or before any major life transition.


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Disclosures

Strait Direction Wealth Management, LLC is a registered investment advisory firm offering comprehensive financial planning and investment advisory services in the State of Ohio and other jurisdictions where exempted.


Securities offered through Independence Capital Company, Member FINRA / SIPC.

5579 Pearl Road, Suite 100, Cleveland, OH 44129

Investments are NOT FDIC INSURED and MAY LOSE VALUE.


Check the background of the investment professional on FINRA’s BrokerCheck 

Privacy Policy & Firm Brochure

Privacy Policy (pdf)

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FIRM BROCHURE (pdf)

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FORM CRS (pdf)

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