Curt Weil, CFP®
For more than 45 years, I've served clients with the best advice I could on all manner of personal financial questions, and done my best to guide their investments to minimize both risk and taxes, while achieving the rate of return needed to achieve their life goals. Together with with a skilled and enthusiastic team, we endeavor to provide stunningly great service delivered with care. We are independent from brokerage and insurance firms, and fee-only, compensated only by fees from our clients. Objective Advice, Good Decisions - Applied Wisdom™ Specialties:We are a team of three Certified Financial Planners® with years of experience in managing investment portfolios and giving good advice.