Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Insurance
  • Small Business
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Family Finances
  • Sustainable and Responsible Investing
  • Tax Planning Strategies

Awards & recognition

  • John Curtin, Forbes Best-in-State Wealth Advisors, 2022-2024
  • John Curtin, Ameriprise Circle of Success Hall of Fame, 2021
  • Curtin and Associates, Ameriprise Client Experience Award, 2023

Community participation

Supporter: North Shore Music Theatre Beverly, MA

Supporter: St. Jude Children's Research Hospital

Supporter: Smile Train, Children's Cleft Lip & Palate Surgery

Supporter: WSPA and MSPCA

Supporter: Lazarus House Ministries, Inc.

Supporter: Trustee of Reservations MA

Supporter: Toys for Tots Suffolk and Worcester County