Curtiss LaCross is a seasoned financial advisor dedicated to serving high-net-worth individuals, families, and employers, delivering a boutique, client-centric wealth planning experience. Experienced in customized wealth management, Curtiss helps clients prepare for retirement, education funding, estate planning services, and wealth transfer, with a focus on risk management and tax considerations. Through RBC Wealth Management’s Portfolio Focus program, he provides personalized portfolio management, making investment decisions on behalf of clients to help simplify their financial lives and align with their unique goals. Additionally, Curtiss works with employers to design and manage retirement plans, leveraging his knowledge to enhance employee financial wellness and optimize plan performance.
Why Choose Curtiss?
• Experience: As a select portfolio manager in the Portfolio Focus program, Curtiss has been rigorously vetted, demonstrating the knowledge and experience to implement tailored investment strategies and retirement plan solutions.
• Personalized Portfolio Management: Curtiss takes the time to understand each client’s family dynamics, financial objectives, investment preferences, time horizon, and risk tolerance, crafting portfolios and retirement plans designed to meet their specific needs.
• Customized Service: With a commitment to integrity and exceptional client care, Curtiss positions portfolios and retirement plans to seize market opportunities while aligning with clients’ long-term goals.
• Industry Recognition: Curtiss is a member or RBC’s prestigious President’s Council.
Professional Journey
A 1989 graduate of the Culinary Institute of America, Curtiss enjoyed a successful career as a professional chef and restaurateur before transitioning to financial services in 2007 at Merrill Lynch. His entrepreneurial background informs his client-focused approach, blending strategic insight with a passion for helping clients and employers achieve financial success. Curtiss remains committed to ongoing education, staying at the forefront of wealth management and retirement planning strategies.
Personal Life
Curtiss and his wife, Christine are proud parents to seven children and grandparents to three. His deep family values shape his empathetic approach to financial planning, as he understands the importance of building legacies for future generations.
