Media Contact: Brendan Kennedy
FOR IMMEDIATE RELEASE
Curran Wealth Management Expands Reach with New Office in Clifton Park, NY
The company’s third office aims to cater to and grow its client base in Saratoga County
November 29, 2023, Albany, NY – Curran Wealth Management, a leading financial advisory firm headquartered in Albany, NY, today announced the opening of a new office at 21 Corporate Drive in Clifton Park, NY, further solidifying its commitment to serving clients in the Saratoga County region. With a steadfast focus on long-term investing and client success, the company's expansion marks an exciting milestone in their journey to support and grow their clientele base.
Managing more than $500 million in assets, Curran Wealth Management has been a trailblazer in the financial industry for over two decades. The firm's flagship investment strategy has consistently outpaced the S&P 500, cementing its reputation as a trusted and reliable investment partner for individuals and businesses seeking to preserve and grow their wealth.
"We are thrilled to bring our expertise closer to our valued clients in Saratoga County," said Thomas Curran, co-CEO of Curran Wealth Management. "Our decision to open an office in Clifton Park was a strategic choice to better serve our existing clientele while extending our services to new clients who are keen on preserving, protecting, and fostering their wealth. This new location is both a testament to our commitment to being more accessible and responsive, and a way for us to attract new talent who might be looking to work near to where they live."
"Creating comprehensive portfolios by investing in quality companies is at the core of our strategy," remarked Kevin Curran, co-CEO of Curran Wealth Management. "Our dedication to a long-term vision, coupled with a meticulous approach to investment, allows us to craft tailored solutions for our clients, ensuring their financial goals are not just met, but exceeded."
Specializing in a spectrum of financial services, including investment management, wealth management, and tax preparation & planning, Curran Wealth Management prides itself on its comprehensive approach to ensuring financial security for its clients.
Each quarter, Zephyr releases its "PSN Top Guns" ranking, an important reference for plan sponsors, investors, and asset managers, showcasing the best performing separate accounts, managed accounts, and managed exchange-traded fund (ETF) strategies. Curran Wealth Management received awards in 9 different categories for the awards quarter ending 9/30/2023.
Notably, Curran’s Small Midcap (SMID) Cap Equity portfolio ranked 2nd in a universe of 191 products from 135 firms with a rate of return of 32.4%*. The Russell 2500 Index (the index to which this category is benchmarked and measured against) returned 11.3% for the same period. Similarly, Curran’s Core Growth Equity portfolio ranked 5th in a universe of 250 products from 146 firms with a rate of return (RoR) of 28.8%*. The S&P 500 Index (the index to which this category is benchmarked and measured against) returned 21.6% for the same period.
Broadridge Lipper also releases a quarterly "Best Money Managers" ranking, a comprehensive survey of institutional money managers. Curran Wealth Management received awards in 10 different categories for the awards quarter ending 9/30/2023. More information on the company's rankings can be found here.
In addition his prowess with numbers, the elder Curran also published the Amazon bestseller, Investing Ahead - Eight Essentials for Achieving Financial Security, in 2022. Its insightful guidance and strategies as well as compelling stories from his five decades in the financial services industry have garnered widespread acclaim. In a new development, an audiobook version of the was published earlier this month, offering a new format of the title for anyone seeking financial wisdom. More information on the book can be found here.
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.