Business Details
9 Years
experience
Your Partner for Holistic Financial Planning in Albany
Curran Investment Management is a comprehensive financial services firm dedicated to helping families achieve long-term financial security. With decades of combined experience, our team of experts provides personalized wealth management, investment strategies, and tax planning solutions tailored to individual client needs. Our approach integrates risk management, retirement planning, and estate strategies to ensure clients maintain financial stability through all life stages.We prioritize client education and transparent communication, offering access to a proprietary investment methodology that has consistently outperformed market benchmarks. Our commitment to community values and personalized service distinguishes us in delivering holistic financial solutions.
Services
Wealth Management
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Details
- Year established: 2017
Highlights and features
- We offer 40+ years of combined experience in financial services
- Our investment strategy has outperformed the S&P 500 for 20 years
- We integrate tax planning with wealth management services
- Our team includes CFP and CPA-certified professionals
- We maintain a client-centric approach with personalized portfolio strategies
Associations and certifications
- SEC Registered Investment Advisor
What people say
Personalized approach
Expert guidance
Successful outcomes
Professional team
Comprehensive planning
Services
Wealth Management
Our wealth management services provide comprehensive strategies for growing and preserving assets. We create customized plans that address investment management, tax efficiency, and estate planning. Clients receive ongoing portfolio monitoring and regular performance reviews to ensure alignment with long-term financial goals.
Investment Management
We implement risk-adjusted investment strategies focused on long-term growth. Our proprietary approach emphasizes quality companies with strong fundamentals. Clients benefit from active portfolio management and quarterly performance reporting to track progress toward financial objectives.
Tax Planning
Our integrated tax planning combines year-round consultation with strategic preparation. Certified professionals analyze transactions to optimize tax efficiency. We coordinate with HIPPO Tax Services to deliver comprehensive solutions that minimize liabilities while maintaining compliance.
Retirement Planning
We develop personalized retirement plans considering income needs, risk tolerance, and lifestyle goals. Services include required minimum distribution management and social security optimization. Regular cash flow analysis ensures sustainable withdrawal strategies throughout retirement.
Estate Planning
Our estate planning coordinates legal documentation with wealth preservation strategies. We collaborate with attorneys to create succession plans that protect assets and minimize tax burdens. Services include trust establishment and charitable giving strategies to fulfill legacy objectives.
People
Thomas J. Curran
Founder & Co-CEO
With over 40 years in securities, Tom founded Curran Investment Management after establishing recognition in Wachovia's Chairman's Circle. He developed the firm's investment strategy and serves as Chief Compliance Officer.
Kevin T. Curran
Co-CEO and CIO
As Chief Investment Officer, Kevin directs investment strategy development. He previously worked at Deutsche Bank's Equities Research division and holds responsibility for portfolio management and market analysis.
Emily Bornhorst
Senior Private Wealth Manager
A CFP professional with 10+ years in wealth management, Emily specializes in retirement and estate planning. She holds FINRA Series 7 and 66 licenses and focuses on comprehensive financial solutions.
Alexis Meeks
Tax Manager
This CPA-certified tax professional leads HIPPO Tax Services. With 20+ years of accounting experience, she provides strategic tax planning and compliance services while coordinating with wealth management teams.
Derek Gray
VP of Private Wealth Management
A CFP professional, Derek develops customized wealth solutions focusing on asset growth and protection. He holds FINRA Series 7 and 66 licenses and specializes in financial planning for high-net-worth clients.
Questions
What financial services does Curran Wealth Management offer?
We provide wealth management, investment management, tax planning, retirement planning, and estate planning services tailored to individual client needs.
How does Curran's investment strategy work?
Our strategy focuses on long-term growth through quality companies with strong fundamentals, having outperformed the S&P 500 for two decades.
Do you offer tax planning services?
Yes, we provide year-round tax consultation and strategic preparation through our affiliated HIPPO Tax Services.
How do you help with retirement planning?
We create personalized retirement plans considering income needs, risk tolerance, and lifestyle goals with ongoing cash flow analysis.
What makes Curran different from other financial advisors?
We combine 40+ years of experience, CFP/CPA-certified professionals, and a proprietary investment approach with personalized client service.
Do you work with out-of-state clients?
Yes, while based in New York, we serve clients across multiple states through our digital platform and remote consultation capabilities.
