Comprehensive, customized wealth management to help you achieve life's most important goals.
A Comprehensive and Clear Path to Responsible Wealth Management
Our mission is to secure financial independence for families by utilizing all aspects of the financial planning process and the implementation of customized comprehensive wealth management, the use of alternative investments, and unparallelled client service.
Our Comprehensive Financial Planning Services
Be prepared for the retirement life you want.
Retirement can be a daunting reality. There are many decisions that often need to be made around the timing of your retirement and elections on when and how to receive your retirement benefits. Understanding the options available and the consequences of these decisions can provide clarity on the journey.
Lower your future taxes, today.
Tax planning is not having someone do your taxes. That is tax preparation. Tax planning is actively seeking current and future opportunities to reduce taxes. This can include strategies like using a Donor Advised Fund for your charitable contributions, Roth conversions, and being strategic about where you are putting your retirement savings in your employer provided plans.
Unlock your goals with a diversified portfolio.
Having all your assets working toward your goals and objectives is critical. This is not about timing the market but is about having a diversified strategy that allows you to enjoy your life. Alternative investments play a critical role in this process, especially during times where there is volatility in the public markets.
Protect against catastrophic events with proper insurance coverage
Risk Management is about making sure you have covered some of the potential catastrophic events that can happen. This includes making sure you have proper insurance coverage on your largest assets, making sure you have proper disability insurance and making sure your family is covered in the event of a premature death.
Improve and optimize your daily cash flow.
Making sure you have the current and future cash flow necessary to do the things you want to do in life is the most crucial piece on the journey to true financial independence. Seeing how you will fund your life when your earned income stops is a powerful tool to getting the peace of mind, we all seek.
Planning is crucial, Implementation is key.
We are in control of what happens to our assets when we are gone until we are not. Making sure you have a plan that does what you want is an important aspect of your financial plan. Equally as important is making sure the plan is implemented and works as you intended.
Education savings plans provide tax benefits for school costs
Educating our children has become a significant expense for many of us. There are some great options today to help cover college expenses and, in some cases, private school tuition before college. This can include some nice tax benefits and depending on where you live, you might save some money on your state income taxes.
Guiding You Through Key Financial Decisions
We specialize in helping clients navigate complex financial situations, providing the clarity and expert advice needed to make sound decisions for the future.
Business Owners
You will integrate your business and personal finances, creating a holistic plan to use your business as a tool to achieve financial independence without relying on some unknown sale in the future.
High Net Worth Families
Our comprehensive customized wealth management process allows us to see all aspects of your finances. Your estate plan will be implemented, and you will be sure it meets your needs. Ongoing tax planning will allow you to minimize taxes now and in the future. You will understand the sources of your current and future cash flow and your investment accounts will be aligned with your big picture goals and objectives.
Corporate Executives
Through the comprehensive customized wealth management process, you will maximize the benefits provided by your employer ensuring there is an intentional strategy with every piece of your financial life. This includes your equity awards, your deferred compensation plans, your qualified plans, and your pension elections.
A Story of Growth and Trust
from ~$150M in 2022
Management
of Experience
The Team Behind
Your Financial Plan
Creating Connections
Our commitment to caring extends beyond our office walls. We believe in building genuine relationships and actively supporting the communities where we live and work.
Our Insights
Our insights offer a fresh perspectives on emerging trends and effective strategies. Explore our articles for valuable insights that can transform your financial journey.
Our Events
Curry Webb events are coming soon. Connect with our clients and community, discover insights from industry innovators, and network with like-minded individuals.