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Our Services

You want what everyone else does out of life: financial peace of mind. Confidence knowing that your money is working for you, not against you. At Current Wealth Management, we offer a comprehensive list of services tailored to your unique needs, goals, and circumstance.

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Retirement Plan Optimization for Businesses
  • SIMPLE Plans
  • SEP
  • IRAs
  • 401(k) Safe Harbor/PSP Plans
  • NQDC Plans
  • Advanced Risk Management
  • Estate Planning
  • Insurance Planning
  • And More!

How can we help you achieve long-term financial wellbeing and confidence? 

Call today to find out.
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