SEC CRD #801-61096
JPC WEALTH MANAGEMENT, INC. is a PETALUMA, CA-based registered investment adviser managing $313M in assets with 3 employees (CRD #120267). We specialize in providing personalized guidance, evidence-based investment management, and lifetime tax strategies that are woven into every financial decision ... JPC Wealth (formerly Curran & Lewis Investment Management, Inc.) is a family-owned, fee-only wealth management firm with more than 30 years of experience.
JAMES P. CURRAN
PRESIDENT
📞 (650) 463-0200
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AUM
$313M
Location
PETALUMA, CA
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