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Curtis is able to articulate in friendly, accessible demeanor, what is going on in the world and why current events may or may not be relevant to the outcomes of his clients’ pursuit of true wealth. He offers patience and dedication and is a life-long learner so clients can invest appropriately and stay invested with confidence. With an aptitude in helping individuals in periods of transitions, clients who are entering a new phase in life are especially appreciative of his ability to connect people to relevant resources and customize their life plans.
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Investment advisory services offered by Jason Curtis as an Investment Adviser Representative of J. Curtis Wealth Advisory Services, a doing business as name for LynnLeigh & Company, LLC., a Registered Investment Advisor.
J. Curtis Wealth Advisory Services will not accept orders and/or instructions transmitted by e-mail, and will not be responsible for carrying out such orders and/or instructions.Please do not transmit such information by email. This email and any filestransmitted with it are confidential and intended solely for the use of theindividual or entity to whom they are addressed. If you have received this email in error please notify the sender.
Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations.