Curran Wealth Administration is a registered funding advisory agency devoted to long-term investing. Since beginning Curran in 1998, Thomas Curran, Founder and Chief Govt Officer of Curran Wealth Administration (CWM) has developed a full-service agency with Personal Wealth Managers, an Funding Committee, and a Licensed Public Accountant to cowl your monetary wants.
In an trade bombarded with “get wealthy fast” schemes throughout risky market cycles, Curran believes in staying the course and sustainable wealth. Tom Curran is a long-term investor with 50 years of expertise within the securities enterprise. He has seen his fair proportion of market volatility all through his profession and determined to publish a e book titled Investing Forward to debate the eight necessities to reaching monetary safety regardless of risky market cycles and life’s inevitable challenges.
Investing Forward launched July fifth this yr is offered to order on-line on Tom’s web site thomasjcurran.web.
CWM believes in high quality investing based mostly on particular person consumer’s wants, confirmed funding methods, efficiency, and teamwork. Their trademark Defining High quality has a two-part which means.
Defining High quality stands for Curran’s efficiency. International Funding Efficiency Requirements (GIPS) have acknowledged their Curran Core Development fairness technique alongside Broadridge Lipper and PSN Informa Intelligence. Internet of charges this technique has outpaced the S&P 500 by 0.99% for the interval ending 3/31/2022 and moreover acknowledged by Market Watch, Morning Star and Yahoo Finance.
Nonetheless, Defining High quality additionally stands for Curran’s dedication to offer pre and submit retirees complete wealth administration, funding administration and tax preparation companies. Curran’s purpose is to provide the highest degree of service and a focus which is why they created three avenues to collaborate with them.
Wealth Administration: For these in search of retirement planning, insurance coverage evaluation and overview, property planning and schooling planning you'll be assigned a Personal Wealth Supervisor to help in general wealth evaluation. Subsequent you'll additionally work with Curran’s Funding Committee to determine a snug asset allocation. Lastly, for an added value you'll be able to obtain tax recommendation from Tom Curran’s in-house tax firm HIPPO Tax Providers.
Funding Administration: For these trying to have an funding advisory agency handle your present portfolio, however not concerned with wealth administration companies.
Tax Preparation Providers: For these already receiving CWM companies and concerned with receiving tax recommendation based mostly on their present funding technique.
If you want to work with Curran Wealth Administration, please name 518-391-4200 or e mail [email protected]