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.

Book Now

Connect With Us

Home
About
Financial Coaching
Financial Planning
Government Services
Retirement Planning
Resources
Contact

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.