Curran & Company Wealth Advisory

The firm provides wealth management and discretionary investment management to individuals, high‑net‑worth clients, trusts, estates and businesses, and also offers comprehensive financial planning and consulting services. It integrates tax and accounting services through an affiliated accounting firm, which can be offered as part of its wealth management engagements subject to client acceptance.

Investment approach emphasizes long‑term, fundamental analysis and construction of diversified portfolios using low‑cost mutual funds and ETFs, with the ability to include individual stocks, bonds or legacy holdings when appropriate. The firm also recommends and oversees third‑party independent managers or platforms for all or part of client portfolios, performing initial and ongoing due diligence on those selected advisers.

Noteworthy distinctions include the affiliation with a tax and accounting practice (creating a disclosed potential conflict if clients are referred to the affiliate) and a billing model that includes both stand‑alone financial planning on hourly or fixed‑fee bases alongside asset‑based management. The firm does not sponsor or manage private investment funds and combines portfolio management for individual clients with explicit processes for selecting and supervising other advisers.