Phone: (408) 459-0123
Fax: (408) 459-0122
50 Oak Court Suite 105
Danville, CA 94526
3190 S. Bascom Avenue, Suite 230
San Jose, CA 95124
Financial success should feel empowering, not overwhelming. Gain clarity on your financial landscape. Understand where you stand and what you can achieve.
“Alex Hayes is a professional fiduciary financial advisor who truly cares what is best for his clients. Alex took the time to listen to our needs, desires and retirement plans. He then presented investment options based upon extensive research and provided his counsel on the best options to reach our goals. We are very happy to have Alex as our financial advisor and highly recommend him and his company!”
—D&T
A. Not a problem! Our experienced operations and service team will assist you in any money movement needs to make the transfer as simple and seamless as possible.
A. We’re here for you whenever you see fit. We recommend meeting annually to progress and adjust your strategy, but we’re on your schedule.
A: You can hire us in a variety of ways. Our costs are articulated in a straightforward manner based on assets under management (AUM) and underlying portfolio costs. We’ll map everything out so you know exactly what you’re paying for.
A: Financial Planning at Curantis Wealth Management is a highly customized exercise. Just like ordering your favorite pizza, it all depends upon your taste for risk and several other variables that make up your personalized preferences.
A. Risk Management is not just part of the investment selection. We focus on understanding your overall financial situation, goals, wants, needs, and assisting you in navigating different life events through the different cycles of life.
A: When you work with Curantis Wealth Management, you’re engaging with a team that has over 30 years of cumulative Financial Services industry experience with a diverse range of backgrounds. Please see our bios for FINRA licenses and industry-recognized designations. If you’re like most of our clients, you’re looking to work with professionals you know, like, and trust with your family’s assets.
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.
