STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

Overview

Straight Forward Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a fee model that combines percentage-of-AUM, hourly work and fixed fees. The firm’s advisory mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. It favors pooled public funds and mutual funds as core building blocks for client portfolios, complemented by selective allocations to alternative asset strategies for diversification and risk management. The firm identifies as a non-ESG active investor and does not present itself as a capital allocator or multi-state adviser. Its business structure is a privately owned LLC with an individual owner. Straight Forward Wealth Management works alongside an insurance company affiliation for certain client needs, which can influence how it sources insurance-based products and retirement-related planning solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices