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?