Curtis is a founding principal of Wealth Architects, LLC. He oversees and coordinates the multi-disciplinary wealth management, preservation and transition goals of Wealth Architects’ clients, and has extensive experience in helping Wealth Architects’ clients successfully navigate in today’s financial world.
Curtis has served high net worth individuals and families in a variety of capacities for more than twenty years. His background includes consulting to businesses and business owners, and he has been a licensed investment and insurance advisor since 1998. As a nationally-recognized Certified Wealth Consultant,™ Curtis has helped to pioneer a unique client-centered, values-based, multi-disciplinary consulting process. This process helps affluent families to maintain and grow their assets while also building strong family communication and enhancing family.