Behrend Wealth Management | Comprehensive Financial Planning & Investment Services
Welcome to Behrend Wealth Management
At Behrend Wealth Management, we believe your financial journey is as unique as you are. Led by Curtis Behrend, CFP®, our team is dedicated to providing comprehensive financial planning and investment management services tailored to your individual needs and goals.
Our Team’s Approach
We take a holistic view of your financial life, considering all aspects of your current situation and future aspirations.
The services our team offers include:
Retirement Planning
Investment Management
Tax Planning Strategies
Estate Planning Guidance
Insurance Planning
Education Planning
Behrend Wealth Management provides independent, personalized guidance tailored to your financial goals. We have worked to uphold a fiduciary standard, meaning your best interests are prioritized in every recommendation.
Why Choose Behrend Wealth Management?
Personalized Strategies
We treat your financial situation like a unique puzzle, finding the right pieces to create a comprehensive plan.
Experienced Leadership
Curtis Behrend brings over a decade of industry experience and holds the CFP® certification.
Values-Driven
Our faith-based approach aims to align your financial decisions with your personal values.
Clear Communication
We simplify complex concepts, aiming to ensure you understand every recommendation.
Get Started Today
Ready to take control of your financial future? Schedule a consultation with our team to begin your journey towards financial confidence.
