Curtis Bell, CPA, CA, CFP®

Portfolio Manager & Wealth Advisor


Our team offers over 60 years of combined experience in helping you achieve your goals!

We believe every family should be able to answer these two questions:

1. Do we have the resources to live the life we want both now and in the future?

2. If something unforeseen happened tomorrow, would we be okay financially?

Our comprehensive approach encompasses:

  • Financial Planning
  • Portfolio Management
  • Tax Planning
  • Estate & Will Planning
  • Insurance Planning

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

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