Our Bridge Process™
Strong reasons make strong actions. Shakespeare
Curtis utilizes a wealth management approach he has developed to help his clients pursue their goals - the Bridge Process™:
- Design (Assess, Evaluate, and Develop Written Plan);
- Step two: Construct and Deploy (Implement portfolio plan);
- Step three: Rejuvenate (Monitor, Review, Adapt).
Whether your goal is retirement savings and becoming work optional, college planning, or complex estate strategy, Curtis provides guidance and a personalized process to help you work toward your defined objectives.
Note: If you are looking for a second opinion or just have questions on a current issue, please take advantage of our complimentary consultation. Curtis will be happy to serve as sounding board.
Learn about Our Services.