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?