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Custom Wealth Solutions

Custom Wealth Solutions


Financial Planning Services


At Custom Wealth Solutions we serve as a team of advisors and advocates for our clients and their families. We offer sound investment advice, wise money management and asset allocation opportunities with the highest degree of integrity. Our mission is to help you achieve a secure financial future for our clients by meeting AND exceeding their expectations.Since 1986 our firm has made the retirement dream a reality for our clients, founded by Curt Whipple as C. Curtis Financial Group and is now moving forward as Custom Wealth Solutions with Mike Windle and Kyle Whipple leading the way. Custom Wealth Solutions provides retirement plans that are exceptionally designed based on our clients goals and dreams, we help our clients enjoy their retirement. We believe that as our client you deserve the best and want to helpcustomize your future.

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