Investment Planning
A goal-centered approach to building and managing an investment strategy.
Curtis Wealth Solutions
Build. Protect. Grow.
Comprehensive wealth management and financial planning for your future.
Service note: Investment and wealth-management services are available only through appropriately licensed or registered professionals. Curtis Health Solutions is not a registered investment adviser unless specifically disclosed. Availability varies by state and provider.
Wealth planning services
A plan for the life you are building
Bring your goals, resources, and questions together in a financial plan designed for the long term.
Retirement Planning
Plan for income, timing, and the lifestyle you want in retirement.
College Savings
Create a thoughtful saving strategy for education and future opportunities.
Wealth Management
Coordinated guidance for your investments, priorities, and evolving financial picture.
Financial Planning
Organize decisions around cash flow, protection, taxes, and future goals.
Asset Protection
Explore strategies to help protect the assets you have worked hard to build.
By the Numbers
Growing Wealth, Protecting Futures
From first-time investors to multi-generational families, we build strategies that last.
$42M+
Assets Under Guidance
Across client portfolios
210+
Wealth Clients
Individuals & families
11%
Avg. Portfolio Growth
3-year rolling average
5 Yrs
In Business
Building long-term relationships
"Curtis has managed our family's portfolio for 14 years. We've grown through every market cycle."
— James & Carol B., Pittsburgh PA
Who it's for
Planning for what comes next
Wealth planning is for people who want their financial decisions to work together with purpose and perspective.
- Professionals building long-term financial confidence
- Families balancing retirement, education, and protection goals
- Business owners coordinating personal and business planning
- Retirees seeking an organized income and legacy strategy
Questions answered