​We are thrilled to announce a series of technology upgrades that are on the horizon and are designed to improve the client experience and overall engagement with StraightLine’s team. We believe that with greater connectivity comes greater opportunity for us to help maximize our clients’ potential to achieve their financial goals. The technological investments we have made are meant to complement the human engagement that is so critical to the advisor/client relationship as we support each and every client’s unique financial journey.

At StraightLine, we are committed to enhancing your experience through strategic investments in our people, technology, and expanded services. Our commitment to growing with you ensures that we can continue to provide unparalleled support and solutions tailored to your individual needs.

We are delighted to share that we have added two new members to your StraightLine team. One brings a distinguished career with exceptional industry knowledge and experience. The other adds fresh perspective in the form of promising young talent.