Curtis Wealth Management is an independent financial firm based in Henderson, NV, serving clients in Southern Nevada and Southern Utah. With a straightforward and personal approach, they help individuals and families make strategic decisions with their money, developing comprehensive strategies that align with their unique life desires and core values. As a fiduciary firm, they prioritize their clients' best interests and provide tailored advice and guidance to help them find peace of mind around their finances.
Founded by Jordan Curtis, who has 16 years of experience in the financial services industry, Curtis Wealth Management believes in the power of a well-crafted, comprehensive financial plan to maximize the potential of clients' hard-earned money. They conduct thorough research to craft strategies that support clients' financial goals and simplify financial complexities, allowing clients to spend less time worrying about their money and more time on other important priorities in their lives. With a team of experienced professionals, including Bob Helgeland, a Wealth Management Advisor with 24 years of financial planning experience, Curtis Wealth Management is dedicated to providing personalized guidance and passionately crafted strategies to help clients achieve financial success.
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