Matthew B. Boersen started Straight Path Wealth Management in 2011 in order to give investors an experience that they find valuable. Instead of creating set it and forget it portfolios no matter the economic condition, Matthew works to create portfolios that take advantage of long term economic trends while trying to minimize risk.
Matthew also believes that a complete financial plan is important for investors to find success. Without understanding the big picture, areas of risk go unaddressed and could derail even the best investment strategy. Matthew works with each client individually to create a complete financial plan that helps investors understand both their present financial position and what it will take to reach their goals for the future.
Matthew graduated Magna Cum Laude from Grand Valley State University with a degree in finance. Previously he worked with Capstone Financial in Grand Rapids, MI. He currently lives in Hudsonville and greatly enjoys the NCAA Tournament in March.
He has also authored several white papers on financial planning for small business owners and 401(k) plans. You can check those out at www.straightpathwealthmanagement.com/resources