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Personal Wealth Management Services

We create value and give life to your visions to make your dreams, reality. Your golden years are sacred and should be savored in comfort and care. Safety, security, and peace of mind come from proper planning that is specific to your goals and needs.  We at Curran Wealth Management understand the importance of your retirement years, and focus on your financial future. We Listen.

Our highest goal is to help you plan, accumulate and preserve wealth throughout your lifetime. For over 40 years, we have been helping our clients achieve financial security with our personalized approach to wealth management.

  • As an independent registered investment advisor, our investment and financial planning advice is objective and unbiased.
  • We recognize that planning is a process, not a product.  The best financial advice is tailored to your specific needs.
  • Our team of experienced professionals works closely with your professional advisors, leveraging our respective strengths to create a cohesive plan for achieving your goals.

Retirement Planning

Education Planning

Estate Planning

Long-Term Care 

Insurance Analysis & Review

Tax Preparation Services

Meet the team here: Curran Wealth Management