Curran Wealth Management is a registered investment advisory firm dedicated to long-term investing. Since starting Curran in 1998, Thomas Curran, Founder and Chief Executive Officer of Curran Wealth Management (CWM) has developed a full-service firm with Private Wealth Managers, an Investment Committee, and a Certified Public Accountant to cover your financial needs.
In an industry bombarded with “get rich quick” schemes during volatile market cycles, Curran believes in staying the course and sustainable wealth. Tom Curran is a long-term investor with 50 years of experience in the securities business. He has seen his fair share of market volatility throughout his career and decided to publish a book titled Investing Ahead to discuss the eight essentials to achieving financial security despite volatile market cycles and life’s inevitable challenges.
Investing Ahead released July 5th this year is available to order online on Tom’s website thomasjcurran.net.
CWM believes in quality investing based on individual client’s needs, proven investment strategies, performance, and teamwork. Their trademark Defining Quality has a two-part meaning.
Defining Quality stands for Curran’s performance. Global Investment Performance Standards (GIPS) have recognized their Curran Core Growth equity strategy alongside Broadridge Lipper and PSN Informa Intelligence. Net of fees this strategy has outpaced the S&P 500 by 0.99% for the period ending 3/31/2022 and additionally recognized by Market Watch, Morning Star and Yahoo Finance.
However, Defining Quality also stands for Curran’s dedication to provide pre and post retirees comprehensive wealth management, investment management and tax preparation services. Curran’s goal is to give you the highest level of service and attention which is why they created three avenues to collaborate with them.
Wealth Management: For those looking for retirement planning, insurance analysis and review, estate planning and education planning you would be assigned a Private Wealth Manager to assist in overall wealth analysis. Next you would also work with Curran’s Investment Committee to establish a comfortable asset allocation. Lastly, for an added cost you can receive tax advice from Tom Curran’s in-house tax company HIPPO Tax Services.
Investment Management: For those looking to have an investment advisory firm manage your current portfolio, but not interested in wealth management services.
Tax Preparation Services: For those already receiving CWM services and interested in receiving tax advice based on their current investment strategy.
If you would like to work with Curran Wealth Management, please call 518-391-4200 or email [email protected]
