Curran Wealth Management

Don't leave your financial future to chance.

Learn how Curran Wealth families get the most out of their money:

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Financial planning, investment management and tax services - all in one place

Why try to navigate working with a financial planner, accountant, insurance broker and estate planner when our team and referral network can guide you?

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Investment Management

We believe in long term investing. For 2 decades our flagship investment strategy has outpaced the S&P 500. We create comprehensive portfolios by investing in quality companies so individuals can preserve, protect and foster their wealth.

Wealth Management

At Curran, connecting clients with trusted members in our community helps us ensure our clients are being taken care of at every stage of the wealth management process.

Tax Prep & Planning

Taxes are known to be seasonal. We all know to do them, and when to file, but when it comes down to completing the process, an inevitable wave of anxiety sets in making us question if we’ve accounted for everything. Our signature approach makes tax preparation & planning a seamless breeze.

Finance at your fingertips

Check your balance, toggle between accounts and view your portfolio performance all in one place

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Determine your tolerance for market volatility

The higher your Risk Number, the higher your comfort level with volatility in your portfolio. Discover your Risk Number and, if you wish, discuss it with one of our Private Wealth Managers. (Entering your phone number at the end of the quiz is optional).

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If not now, when?

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