Wealth Management
Comprehensive Wealth Management for Individuals and Families
Effective wealth management requires more than simply investing assets. It involves coordinating investment strategy, retirement planning, tax efficiency, and estate planning into a comprehensive financial plan designed to help protect and grow your wealth over time.
At Curtis & Associates, we provide integrated wealth management services for individuals, families, executives, and business owners in Kansas City and throughout the Midwest region. Our approach focuses on aligning financial decisions with your long-term goals, risk tolerance, and legacy objectives.
Investment Strategy & Portfolio Management
Investment management is a critical component of wealth planning. Our approach emphasizes diversified portfolios designed to help balance growth opportunities with risk management.
Retirement Planning
A successful retirement requires careful planning around income needs, taxes, healthcare costs, and investment selection.
Estate Planning & Wealth Transfer
Estate planning can help facilitate the efficient transfer of your assets while supporting the people and causes that matter most.
Tax Efficient Investing
Tax efficiency plays a significant role in long-term investment outcomes. Strategic planning can help reduce unnecessary tax exposure and improve after-tax returns.
Our wealth management disciplines
A Collaborative Advisory Approach
Discover — We start with a conversation about your goals, followed by a short fillable online questionnaire.
Analyze — We build a complete model of your financial life and stress - test it against multiple market scenarios.
Recommend — You receive a written plan in plain English that answers your questions and prioritizes what to do first.
Implement — We put the plan into action together, coordinating with your CPA and attorney where it helps.
Review — We revisit your plan at least once a year, and whenever life changes, to keep you on course.
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