Description: Welcome to Curtiss Wealth Management. We are a full service retirement and wealth management planning firm in Waco, TX.
At Curtiss Wealth Management, LLC we take a comprehensive approach to helping you live your retirement dreams. Whether you are a few years from retirement or currently retired, our goal is to help protect the wealth that you have spent a lifetime accumulating while still being able to draw the income that meets your needs. We look closely at all major aspects of your retirement life from Taxes to Social Security to Estate Planning and design a custom plan that fits your financial goals.
Using a consultative process, we gain a detailed understanding of your goals and dreams, leveraging our experience and expertise to help you realize them.
Our goal is to get everyone working in the right direction - your direction.