Straight Path Wealth Management

08/10/2026

Technology has made managing your financial life more convenient, but it has also created new opportunities for increasingly convincing fraud.

Our latest blog explores how AI is changing the way scams appear, common warning signs to watch for, and practical steps that can help protect your accounts, identity, and personal information.

At Straight Path Wealth Management, protecting your financial life is an important part of the planning process. Learn more about the safeguards you can put in place and how they fit into a coordinated retirement plan.

Read the full blog by clicking the link below!

AI scams and cyber fraud are becoming more convincing, putting retirees and their savings at greater risk. Learn how to protect your wealth, retirement accounts, identity, and personal information with credit freezes, multi-factor authentication, account alerts, verification steps, a family fraud-pr...

07/15/2026

🎉 Congratulations to Thomas Proos, CPWA® on celebrating 6 years with Straight Path Wealth Management!

As a Certified Private Wealth Advisor®, Tom brings a holistic perspective to financial planning, helping clients navigate every stage of wealth—from accumulation and preservation to distribution. With more than 30 years of experience in the financial services industry, his knowledge and insight make a meaningful difference for the clients he serves while also making him a trusted resource and mentor to our team.

Thank you, Tom, for the experience, professionalism, and genuine care you bring to Straight Path each day. We’re grateful to have you on our team and proud to celebrate this milestone with you!

07/07/2026

Retiring in the next 7 years?

This is the stage where the questions start to change.

It’s no longer simply, “How do I keep growing my money?” It becomes, “How do I turn what I’ve saved into income and protect my lifestyle if markets are down?”

In our latest video, we’re breaking down what we refer to as the retirement “risk zone” and why the years leading up to retirement can be so important for your portfolio, income strategy, taxes, and long-term confidence.

Watch the full video below!

If you’re retiring within 7 years, you may be entering one of the m...

06/19/2026

Bring Your Kid to Work Day is always one of our favorite traditions!

We spent the afternoon outside playing yard games, soccer, Connect Four, co****le, and one very competitive group game of tag. Then we headed inside for a story time with Matt reading Save It!- a fun book about saving, spending, and choosing what matters most.

We ended the day the best way we know how: walking together for ice cream. Such a fun day making memories with our Straight Path families! 💙

06/09/2026

Introducing our Wealth Advisor Intern, Ashton Anderson, who joined Straight Path Wealth Management in May 🎉

Ashton is currently a senior at the University of Wisconsin–Madison pursuing a degree in Financial Planning with minors in Entrepreneurship and Business. During his internship, he is supporting our advisors and gaining hands-on experience through a variety of financial planning and client service projects.

We’re excited to have Ashton learning alongside our team this summer and look forward to being part of his journey as he works toward a career in financial planning and his CFP® designation!

06/08/2026

Many people assume Social Security benefits are based solely on their own work history. In reality, your spouse, ex-spouse, or even a deceased spouse may have a significant impact on the benefits you're eligible to receive.

In our latest blog, we cover:
✅ How spousal benefits are calculated
✅ Social Security after divorce
✅ Widow and survivor benefit rules
✅ Common filing mistakes to avoid
✅ Planning opportunities to help maximize retirement income

Read the full article below!

Your Social Security benefit may depend on more than just your own earnings record. Whether you're married, divorced, widowed, or planning for retirement with a spouse, understanding the rules can have a significant impact on your lifetime retirement income. Explore how spousal, divorced spouse, and...

05/12/2026

This week, we’re recognizing a few important work anniversaries across our team at Straight Path.

• Jaycob Keuning, CFP® – 7 years
• Madelyn Rozeboom, CFP® – 5 years
• Caitlin Seaver – 3 years
• Sam Genzink – 2 years

We’re grateful for the dedication, consistency, and care each of you brings to your role every day. The experience we create for our clients is shaped by the people behind it, and we truly appreciate the impact each of you makes on our team, our firm, and the families we serve. Thank you for all that you do.

05/11/2026

For many people, building wealth isn’t the end goal; it’s what that wealth allows you to do.

In this video, we walk through how to think about “giving while living” in a way that’s intentional, meaningful, and still supports your long-term plan. Whether it’s helping family or creating shared experiences, it’s about using your wealth with intention and peace of mind, not second-guessing your decisions.

Watch the full video below to see how these decisions fit into a well-coordinated plan that integrates advanced tax planning, investments, retirement, and estate planning.

For many people, building wealth isn’t the end goal; it’s what that wealth allows you to do.In this video, we walk through how to think about “giving while l...

05/08/2026

Wrapping up another busy tax season with some well-earned team time. 🎉

After months of hard work, our team spent the afternoon in downtown Grand Rapids enjoying lunch together, followed by an interactive game show experience at the Grand Rapids Game Show. From Jeopardy and Wheel of Fortune to Family Feud and team challenges, it was a fun way to unwind, connect, and celebrate the dedication our team brings throughout tax season each year.

We’re grateful for a team that works hard, supports one another, and knows how to have a little fun along the way!

04/21/2026

We’re proud to share that USA TODAY has recognized Straight Path Wealth Management as one of the Best Financial Advisory Firms in 2026. 🏆

It’s an honor to be included, and a reflection of the relationships we’ve built with those we serve. Thank you to our clients for the continued confidence you place in us.

This recognition is based on firm growth and feedback from both clients and peers, something we don’t take lightly.

We are grateful for the opportunity to serve our clients, and for the team behind the work that makes this possible each day.

View the full list: https://www.usatoday.com/story/money/2026/04/14/top-best-financial-adviser-firms-2026/89482619007/

Straight Path Wealth is a financial planning firm in Jenison, MI that upholds a fiduciary standard. Our approach combines retirement, investment, & tax planning.