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Curt S
Series 63, Series 65
Lancaster, PA
MCM Wealth
Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.
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