facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Simplifying Your

Financial Complexity, Personal Financial Planning & Wealth Management

Serving Southern Nevada and southern utah 

See What We Can Do for You

Welcome to

Curtis Wealth Management

We are an independent firm helping you make strategic decisions with your money.

“Planning is bringing the future into the present so that you can do something about it now.”

-Alan Lakein

Why Us?

We instill a straightforward and personal approach to...

On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Identify clear steps designed to keep you on track with your goals.

We look at aspects of your financial life, developing a comprehensive strategy that supports what matters most to you.

Align Every Financial Decisions On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Align every financial decision with the goals you have for the months and years ahead.

Given that your money is interconnected with your life on so many levels, you deserve to partner with someone who concentrates on your unique life desires and core values.

Working with a Fiduciary On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Provide you with the comfort of working with a fiduciary.

As an independent, fiduciary firm, we work closely with you, getting to know you and designing custom solutions that make sense for your life.

Offering Advice Tailored to You and Your Life Chapter

I am...

Personal Guidance. Simple Process.

Passionately Crafted Strategies.

Most of us have experienced a mental burden from money, and the truth is that many hard-working individuals aren’t given the in-depth guidance they need to manage their finances. As a small and independent firm, we’ve structured our approach so that we can spend all the time we need together to address your concerns, get to know you and understand your circumstances.

We conduct research to craft strategies for your needs and equip you with a game plan for your money. Since we are not confined to a larger institution, we are able to pull from available investment and financial solutions to serve your best interest. Our goal is to help you find peace of mind around your finances — so you can bring your focus back to the important things in your life.

Jordan Curtis Photo Jordan Curtis Hover Photo

Jordan Curtis

Read Bio

Jordan Curtis


Phone: 702-720-3551
Email: Jordan@CurtisWM.com 

Growing up, my father would often share the quote, “Don’t work for money. Let money work for you.” I have learned the power of this quote in my 16 years in the financial services industry.

I believe that a well-crafted, comprehensive financial plan will allow clients the ability to maximize the potential of their hard earned money.

Helping clients discover solutions that will help them reach their financial goals is at the heart of what I do. I research strategies that I believe will best support my clients unique goals and craft comprehensive financial plans based on what I find. I love simplifying financial complexities and educating clients on appropriate financial strategies, so they can spend less time being concerned about their money, and more time on other important priorities in their lives.

I received my B.S. in economics from the University of Utah and went on to receive my M.S. in personal financial planning from Kansas State University. I spent 16 years working with two of the nation’s largest financial firms. I was able to hold various roles including equity trader, fixed-income trader and wealth manager. Most recently, I managed the financial planning and investment process for over 450 high net worth individuals and families, managing $600 million dollars in assets.

Outside of the office, I love spending time outdoors with my family. Together we enjoy off-roading, spending time at the lake, biking, being at our family cabin in Southern Utah and visiting the national parks.

Bob Helgeland Photo

Bob Helgeland

Wealth Management Advisor
Read Bio

Bob Helgeland

Wealth Management Advisor

Bob Helgeland, Wealth Management Advisor at Curtis Wealth Management, has 24 years of financial planning experience. Bob graduated from the University of Northern Colorado with a B.S. in Business Finance. He also holds the CFP® professional designation since 2006.

Bob has worked with thousands of clients over his financial planning career. His work with clients in the educational arena, business owners, doctors and entrepreneurs has allowed Bob to develop a skillset to benefit many clients. He approaches each client with an eagerness to learn who they are, what is important to them, and what they can do to protect themselves and their families. Bob recognizes that each client is unique and deserves a plan to match those unique goals.

Outside of the workplace Bob enjoys spending time with his wife, 4 kids and 6 grandkids. He likes golf, skiing, and reading.

Lacey Curtis Photo

Lacey Curtis

Executive Assistant
Read Bio

Lacey Curtis

Executive Assistant

Lacey’s amazing personality and passion for organization and communication, makes her a perfect fit for Curtis Wealth Management’s Executive Assistant role. She helps manage the calendar, documentation, and files for the practice.

Educated and trained as a Radiology Technician, Lacey understands the importance of detail, organization, documentation and the care of client (patient).

Outside of the office, Lacey is very active in volunteer work for her local church and her daughters school. She is an avid BYU football fan and will travel the country to watch her team play. Lacey also loves to run. She recently made and accomplished the goal to run 12 half marathons in a given year.

See What We Can Do for You

Wealth Management Customized to Your Needs

After Years of Working Hard, Retirement Should Feel Liberating

What is your vision for your post-work years? From traveling to a new place, buying a second home or leaving a legacy for your kids, you likely have several aspirations and goals that are very important to you. Whether you’re already retired or looking to retire soon, you may be wondering how and if your financial picture can support your distinct goals.

Our Solutions

Wealth Management & Comprehensive Goals-Based Planning

With a specialization in the financial needs of those in retirement age, we can help you determine the optimal financial moves to make. We’ll work closely with you to understand how you want to spend your time in retirement and what your goals are for your wealth. Then, we’ll work to craft a plan including the following components:

Income Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Income planning

Risks Management Strategies On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Risk Management strategies

Charitable Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Charitable planning

Risk-Appropriate Investment Management On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Risk-appropriate investment management

Tax Minimization On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Tax minimization

Eifficient Estate/ Legacy Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Efficient estate / legacy planning

Establish a Plan for Your Money

We’re dedicated to addressing your financial questions, so you can spend less time worrying about the details of your money and more time doing what brings you joy with the people you love. To get to know more about how we can help, reach out to us for a brief chat.

Start the Conversation

Are You High-Earning, but Not Rich Yet (HENRY)?

Maybe you are a medical professional who works long hours — or a professor looking for a more intentional plan to keep more of what you make. Among other financial challenges, high earners face unique challenges, from paying too much in taxes to being highly pressed for time.

Our Solutions

Personal Financial Planning for Your Life Goals

We seek to identify opportunities that can simplify your financial complexity, make the most of your hard-earned money and set you up for long-term success. Your plan will be designed with your goals as the focus, and it will integrate elements of your financial life:

Investment Recommendations On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Investment recommendations

Cash Flow Management On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Cash flow management

Education Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Education planning

Incapacity Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Incapacity planning

Tax Minimization On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Tax minimization

Risk Management Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management


Life Insurance Planning On Track with Your Goals Las Vegas, NV Curtis Wealth Management

Life insurance planning

Enjoy Your Free Time With a Plan in Place for Your Financial Future

Our goal is to help you find the sense of ease that arises from knowing the money you earn is serving you as best as possible. Whether you have specific objectives or you’d like to define your financial goals, we invite you to schedule time to talk with us and see how we can help.

Reach Out to Chat

As Your Life Shifts & Changes, Your Financial Strategy Should, Too

Transitions come in many shapes and sizes. Perhaps you are going through a job change, purchasing a home, creating a new business or starting a family. Most individuals and couples are unsure of the best way to restructure their finances — or if they’ll even be able to make the life change they’re considering.

Our Solutions

Financial Consulting — Advice to Guide You Forward

The process we follow helps us understand the changes you’re experiencing and how you’d like your next phase of life to unfold. We’ll walk you through your options and help you find an appropriate strategy to support you and your loved ones as your life evolves. We can advise you wherever your life and wealth intersect to make decisions for your long-term financial health:

  • Plan for your children’s educational pursuits
  • Develop strategies to facilitate and support a job change
  • Incorporate tactics to minimize taxes
  • Help you manage your cash flow and debt
  • Create a plan for making big purchases
  • ...and more. 

What Questions Do You Have About Your Financial Situation?

We are your go-to resource for your financial questions, and we’re dedicated to helping you find the clarity you need to transition in confidence. We’ll sit down together, sort through the ins and outs of your circumstances. No matter what you’re facing, we’re here for you.

Schedule a Conversation

Getting Started

With Curtis Wealth Management

Plan for the Future To Live Confidently in the Now

Our process is designed to help you fulfill the potential of the money you’ve worked hard to earn. We believe that a strategic financial plan can help you prepare for the years ahead while encouraging you to live presently, and joyfully, now. 

From retirement planning and legacy planning to changing jobs or saving for college, we’ll get to know your goals before researching, offering recommendations and taking action.

How It Works

Have a phone conversation to understand your needs & explain our services

Schedule Your 15-Minute Consultation

Gather your information and documents

Define your goals and identify financial issues in a 90-minute meeting

Create your financial plan

Present the components of your plan

Finalize and implement your plan

Monitor your investments and plan

Financial Planning Made Simple

Whether you’re in the earlier stages of your career or you’re retiring, we know you’ve worked hard to be where you are today. At Curtis Wealth Management, we embrace the moment you’re in and look for the opportunities that your unique financial and personal circumstances present. 

Our overarching goal? Helping you find a sense of ease that fuels your ability to genuinely enjoy your life.

Start Working with Us

Bringing Simplicity

To Your Financial Life

Serving Southern Nevada

Connect with Us

We don’t believe financial planning needs to be confined to an in-person process, which is why we offer services locally. If you’d like to explore working with us, simply fill out the form below, or schedule a 15-minute consultation with us.


Curtis Wealth Management
170 S Green Valley Parkway,
Suite 300 Henderson NV 89012

Phone: 702-720-3551
Email: Jordan@CurtisWM.com