James P. Curtin

Senior Financial Advisor

First Vice President- Investments

Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. Working with me and all that Wells Fargo Advisors has to offer, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single relationship. It’s a distinct advantage of working with one of the world’s premier financial institutions with a personalized relationship addressing not just your financial needs but life goals beyond investing.

My Background

With over thirty years of experience as a Financial Advisor, I work closely with high-net-worth families to help them simplify complexity, preserve wealth, and plan confidently for generations. I specialize in developing customized investment and estate planning strategies designed to address each family’s unique circumstances, values, and long-term objectives.

Having guided clients through multiple market cycles and economic transitions, I bring perspective and discipline to portfolio construction and risk management. My approach emphasizes thoughtful asset allocation, tax-aware planning strategies, and proactive coordination with estate planning professionals to help ensure a smooth and efficient transfer of wealth.

I hold a bachelor’s degree in economics and maintain Series 7, 63, and 65 securities registrations, along with Health and Life insurance licenses. My mission is to help clients build, manage, enjoy, and ultimately transfer their wealth with clarity and confidence.

My wife, Cathleen, and I live in Ridgefield, Connecticut, with our children, Michael and Erin. Outside the office, I enjoy hiking, volleyball, and volunteering.

Comprehensive Investment Planning

Effective wealth management takes more than a single planning session—it requires an ongoing process. As your life evolves, so should the investment and planning strategies designed to support your goals. Through regular collaboration, I work with clients to ensure their investment, retirement, and estate plans remain aligned with their changing objectives and needs.

I look forward to hearing from you.