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We recognize that planning is a process, not a product.  The best financial advice is tailored to your specific needs.

Wealth Management 

If you're interesting in working with a Private Wealth Manager to achieve financial security through personalized wealth management please click "Wealth Management" to view our variety of services. 

Investment Management

For institutional investors or consultants interested in institutional equity portfolios please click "Investment Management" to view our variety of services.

HIPPO Tax Services

HIPPO Tax Services began January 1, 2017 when Founder, Thomas Curran re-evaluated the idea of “tax season”. With over 50 years in the investment business, Tom wanted to streamline investment strategies and tax strategies.

Curran works with HIPPO Tax Services to ensure to create a panoramic view of one's financial future.