Curtiss Wealth Management

Welcome to Curtiss Wealth Management, LLC, a fiduciary firm dedicated to helping individuals and families achieve their financial goals. Our team, led by founder Bill Curtiss, takes a comprehensive approach to wealth management, addressing all aspects of our clients' financial lives. We believe that everyone deserves a personalized financial plan that aligns with their values and objectives.

Our Mission

At Curtiss Wealth Management, LLC, our mission is to help our clients make informed decisions about their financial future. We achieve this by providing expert guidance, education, and support to empower our clients to take control of their financial lives. Our goal is to help our clients live their retirement dreams, free from financial worry and uncertainty.

Our Services

Our services are designed to address the unique needs of individuals and families nearing retirement or already retired. We offer a range of services, including:

• Retirement Planning: We help our clients create a sustainable income stream, minimize taxes, and maximize their retirement benefits.
• Estate Planning: We assist our clients in developing a comprehensive estate plan, ensuring their legacy is protected and their wishes are carried out.
• Investment Management: We provide customized investment solutions, tailored to our clients' risk tolerance, goals, and investment horizon.
• Insurance Planning: We help our clients identify potential risks and develop strategies to mitigate them, ensuring they have the protection they need.
• Tax Planning: We work with our clients to minimize their tax liability, ensuring they keep more of their hard-earned money.

Our Process

At Curtiss Wealth Management, LLC, we take a consultative approach to wealth management. We begin by gaining a deep understanding of our clients' goals, values, and financial situation. We then develop a personalized financial plan, tailored to their unique needs and objectives. Our team works closely with our clients to implement their plan, monitor its progress, and make adjustments as needed.

Our Commitment

We are committed to providing exceptional service, built on a foundation of ethics, integrity, and trust. Our team is dedicated to helping our clients achieve financial freedom, and we are passionate about empowering them to live their best lives.