Currents Wealth Strategies
Currents Wealth Strategies is a fiduciary, fee-only wealth management practice built to be 100% aligned with you.
We provide a more personal, holistic approach to wealth management, built with modern tech infrastructure and advanced tools for transparency and insights - while staying true to genuine, human partnership.
CURRENTS is specifically built for those preparing for or approaching retirement with $1M+ in assets who want a partner to help with:
→ The "Retirement Paycheck": Create reliable, sustainable income.
→ Tailored Investment Strategies: Long-term approach to thrive through business cycles, minimize taxes, and capture market inefficiencies.
→ Tax Planning: Keep more of what you’ve spent a lifetime building.
→ Legacy & Impact: Align your wealth with your family’s unique vision and purpose.
If you’re looking for independent advice that puts your family first, let’s connect.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.