there’s a small sign that comes into view as we enter the room.
It reads:
Empathize.
Educate.
Care.
You might think this is something you’d find on a principal’s desk or a teacher’s breakroom.
Both require a deep understanding of who you are and what makes you human.
Both commit to teaching, guiding, and mentoring for the long run.
Both have to care about their students as real and growing humans.
To us, wealth management is an active commitment to staying current with the market and financial planning patterns so we can continue to educate you for the future.
The golden rule: Treat others as you'd like to be treated.
Our approach?
The platinum rule: Treat others as they'd like to be treated.
Simply put: the candor, the service, and the information flow we provide is at the heart of what we deliver for our clients in every engagement. We will care for you like our own parents or siblings, because we’re dealing with your money—and we don’t take that role lightly.
We encourage you to visit our Services page for more details on how we can serve you and your family.
Our roots date back to 1998 as RD’s Financial Strategies, a wealth management firm born out of RD’s Tax, a staple of the tax and investment community for decades. I (Alex) was named its successor in 2021 and have enhanced the business significantly since then. Today, the firm is known as Curantis Wealth Management, and our team of myself (Alex), Jacob, and Craig bring over 30+ years of combined experience to your financial planning. We’ve been doing this a long time, and we are the professionals you need—but don’t take it from us!
“I am a long-term client of RD’s Financial Strategies – over 25 years. I feel that I am in good hands with Alex and his team. Now that I am retired, I can rely on Alex to help me make the best decisions for my financial well-being. I would not hesitate to highly recommend Alex and his team as great financial advisors.”
—CM
This statement is a testimonial by a client of the financial professional as of 04/21/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indivative of future performance or success.
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. LPL Financial is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving this website and assume total responsibility and risk for your use of the websites you are linking to.
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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. LPL Financial is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving this website and assume total responsibility and risk for your use of the websites you are linking to.
