TWC WEALTH MANAGEMENT

"We believe wealth management is a process, not a product!"

With a combined 30 years of experience, we seek to provide professional advice on all aspects of your finances, and since we believe conflicts of interest can be detrimental, we are independent advisors and NOT employees of any bank or brokerage firm.

Financial Services

Wealth Management
Financial Planning
Estate and Tax Planning
Retirement Planning
Insurance

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WHO WE ARE

Meet Tim & Wynne Curran

SERVICES

See our Services & Fees

OUR BELIEFS

Our Approach to Portfolio Management

ENJOY TIM'S BOOK

“…Curran writes engagingly, spouting one truism after another.” –Kirkus

Who Do We Work With?

“Working with couples and women in transition is what we do best. At the end of the day, we want everyone sitting at the table to leave with a true understanding of their financial situation and their path for the future.”

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Why Choose Us

“Asset Management isn’t easy, but it should be simple.”

Over the years, we have developed a particular approach to portfolio management that incorporates several different academic-based ideals, including asset allocation, asset dedication, tax allocation, and cost efficiency. The logical sequence of these ideals forms the basis of our proprietary method of portfolio management, called Common Sense Asset Management.