Bob Curtis, RICP® CWS®
Bob Curtis, owner of Curtis Asset Management provides comprehensive lifestyle and wealth management services to clients and their families. Our mission is to be advocate focused and fully aligned to help our families achieve their unique goals—in lifestyle, wealth management, and legacy planning.
By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations. With the highly personalized service, planning, and guidance delivered, we often help facilitate the coordination and integration of services with other professionals that families utilize in their daily lifestyle, wealth management, and legacy planning. As needed, we can support your needs by utilizing a collection of exclusive and carefully selected strategic partners, alliances, and resources.
Bob has been a financial advisor since 1999 and holds a Certified Wealth Strategist® certification and a Retirement Income Certified Professional®. He's equipped with critical knowledge to help manage complex financial issues and solutions faced by high net worth individuals. Bob received his CWS® certificate through the Cannon Financial Institute and his RICP® certificate from The American College of Financial Services. Bob completed the Certificate in Financial Planning program from Boston University's Institute of Finance.