Personalized Wealth Management
"He that wants money, means, and content, is without three good friends.” Shakespeare
Helping build true wealth
Curtis consults with individuals like you striving to build and manage financial assets based on your values and objectives. His objective is to foster economic stability and cultivate a basis for lasting independence. Curtis follows a philosophy and process based upon a written plan. Along the way, he provides personalized commitment and service.
- Deliver independent and objective advice
- Utilize disciplined strategies to meet individual goals and objectives
- Monitor and adapt in a rapidly changing world environment
Our Bridge Process™
Curtis follows a three-part wealth management process:
Step one: Design (Assess, Evaluate, and Develop Written Plan);
Step two: Construct and Deploy (Implement portfolio plan);
Step three: Rejuvenate (Monitor, Review, Adapt).