Harbor Private Wealth Advisory

Curran Knittle Group

The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families.

The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families. Jim and Monty have a specific focus on Special Needs Financial Planning. Through our experiences, we have accumulated a wealth of knowledge enabling us to navigate our clients through the complexities of Special Needs Planning.

Jim and Monty have more than 50 years of cumulative, extensive, personal, and professional experience. Jim is a Certified Financial Planner and Monty is a Chartered Financial Analyst Charter holder, which is a unique combination of professional degrees that we believe help us to better service our clients.

Practice Focus:

High Net Worth Families
Special Needs Planning
Nonprofit Organizations
Business Owners

Capabilities:

Investment Portfolio Design
Wealth Planning Strategies
Comprehensive Retirement & Family Financial Planning
Special Needs Financial Planning
Asset Allocation Risk Management
Individual Securities Portfolio Construction
Retirement Income Strategy
Income Strategies

Our Process

Understand Who You Are + What You Want = Deliver a Personalized Plan

We start by sitting down with you and through a series of substantive conversations; we learn about your values, priorities, concerns, and the goals you would like to achieve. We use the results of those discussions to create a personalized wealth management plan and an investment strategy to enable you and your family to realize your goals.

Comprehensive Financial Planning:

Stress test your goals against market, longevity and inflation risk given your resources

Goals-based wealth management
Structuring a portfolio to match investor goals in retirement
Maximizing Social Security benefits
Income replacement strategy
Sequence of return risk – saving for and spending in retirement
Longevity risk
Inflation risk
Risk Management – Long-term care, disability, death

Special Needs Financial Planning

Planning for the future of an individual with special needs requires preparation, careful research and experienced professional guidance. Parents or grandparents planning for the financial well-being of a special needs individual face several challenges.