Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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...
Estate Preservation Strategist
Jerry is the chief estate preservation strategist, and a principal at Wealth Architects. He is also the managing shareholder at the estate planning law firm of Anderson, Dorn & Rader, Ltd. in Reno, Nevada.
Estate & Trust Administration Strategist
Bryce is a principal and estate administration strategist at Wealth Architects. He is also a shareholder at the estate planning law firm of Anderson, Dorn & Rader, Ltd. located in Reno, Nevada.
Kyle is the newest member of the Wealth Architects team. As a licensed investment advisor, trained in the Wealth Architects’ way, he is ready to help you.
Jane is an administrative assistant at Wealth Architects, LLC. She helps the team with supporting designated accounts, including processing paperwork, growing client relationships in person and on the phone, preparing client reports,...
Elizabeth, goes by "Libby", is an executive assistant at Wealth Architects, LLC. She provides administrative and operational support to our advisors as well as facilitating and resolving client service requests. Libby was born and...