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

Government Services

Strait Direction Wealth Management, LTD is a financial services firm founded in 2021 and provides a variety of financial services in the Greater Cleveland Ohio area. Solutions are customized based on specific client needs, from simple to very complex. 


Contact Information: Strait Direction Wealth Management, LTD  

Attn: Rosie George

5001 Mayfield Rd, Suite 210

Lyndhurst OH 44124

216-331-2163

rosie.george@straitdirection.com 

Areas of Technical Expertise

Highly trained and experienced in all of the following areas:

  • Asset Management
  • Strategic Investment Advice 
  • Budgeting/ Forecasting
  • Financial and Insurance Planning
  • Tax Planning/Preparation
  • Financial Analysis
  • Variance Analysis 

Past Performance Details

Five (5) years as a Financial Advisor with Edward Jones

16 years as a Senior Technical Financial Analyst with The Lincoln Electric Company, a global manufacturing company

10 years as Payroll Manager with Mandel Jewish Community Center 

Licenses/Certifications

  • FINRA Series 7 & 66 License 
  •  Accredited Asset Management
  •  Specialist - College of Financial Planning
  •  Certified Public Accountant - State of Ohio

Systems

Microsoft Office Suite

Drake Accounting & Tax Sofware

Codes

Primary NAICS Code

  • 921130 - Public Finance Activities

  Secondary NAICS Codes

  •  523920/523940 - Portfolio Management & Investment Advice
  •  523930/523999 - Misc Financial Investment Activities
  •  541200 - Accounting, Tax Preparation, Bookkeeping & Payroll
  •  541219 - Other Accounting Services

Small Business Certifications

Minority Business Enterprise (MBE) #MBE-222228

EDGE Business Enterprise (EDGE) #EDGE-1000000

Woman Business Enterprise (WBE) #WBE14017  

Book an Appointment With Me!

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

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Copyright © 2023 Strait Direction Wealth Management - All Rights Reserved.

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