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.
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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.
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.
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