Jordan Curtis is a financial advisor with Curtis Wealth Management LLC in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Northwest Asset Management and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, Curtis is the owner of Welcome Home Vacation Rentals LLC. Curtis Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans, providing investment management, financial planning, and consulting services. The firm employs a customized asset allocation approach using diversified vehicles and may delegate portfolio management to third-party sub-advisors while maintaining oversight.

Robert Helgeland is a CFP® professional with 28 years of experience in the financial services industry. He joined Curtis Wealth Management LLC in 2022 after roles at Theory Financial and TIAA-CREF, where he spent two decades. Helgeland serves as a community board member for the Colorado Music Festival Endowment Fund. Curtis Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, consulting, and retirement-plan advisory services. The firm builds customized portfolios using a combination of fundamental analysis, modern portfolio theory, and cyclical analysis, typically managing accounts on a discretionary basis with ongoing monitoring and use of third-party sub-advisors.