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Your Financial Growth and Security
At Curis Financial, we understand that building and preserving wealth requires personalized strategies tailored to your unique financial goals. Curis Financial Credit Union members have access to the services of Sturkie Wealth Management Group. Wealth Advisors with Sturkie Wealth Management provide expert guidance in investments, retirement planning, and financial strategies designed to help Curis Financial members secure a financial future.
Joe Dunat, CFP® – a Wealth Advisor with Sturkie Wealth Management Group located in Lexington, SC – has over 20 years in the Financial Services industry and can assist with:
- Retirement Planning and Distribution
- Asset Allocation and Investments
- Tax Reduction Strategies
- Life Insurance & So Much More
Visit their website at www.SturkieWealthManagement.com to learn more about how they can help provide financial guidance to you and your family.
Whether you’re planning for retirement, growing your portfolio, or seeking to manage risk, Sturkie Wealth Management is here to provide the expertise you need to achieve long-term success.
Comprehensive
Financial Planning
Sturkie Wealth Management covers every aspect of your life, including retirement planning, estate management, and investment strategies.
Tailored Investment
Solutions
Whether you are looking to grow your portfolio or preserve your wealth, let Sturkie Wealth Management customize an investment approach that fits your needs.
Expert Retirement
Planning
Sturkie Wealth Management helps you create a roadmap to retirement that ensures financial stability throughout your golden years.
Benefits of Wealth Management & Financial Planning
-
Personalized Advice
The Advisors at Sturkie Wealth Management take your financial goals, life stage, and risk preferences into account to create a financial plan just for you.
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Holistic Approach
Take a comprehensive approach to your finances by integrating all financial strategies and goals, so you can manage your wealth for the long term.
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Proactive Financial Guidance
Sturkie Wealth Management continuously monitors your progress and adjusts your strategy as needed to ensure you're on track to achieve your goals.
FAQs About Sturkie Wealth Management Services
Sturkie Wealth Management offers a broad range of services, including retirement planning, investment management, estate planning, tax-efficient strategies, and risk management, all designed to help you manage and grow your wealth.
Sturkie Wealth Management financial advisors assess your personal goals, risk tolerance, and investment timeline to develop a personalized strategy. We focus on creating a plan that matches your unique financial objectives.
Sturkie Wealth Management recommends meeting with your financial advisor at least annually, though more frequent reviews may be beneficial depending on your circumstances and financial goals.
Yes, Sturkie Wealth Management specialize in retirement planning and can help you develop a comprehensive plan to ensure financial stability throughout your retirement years.
If you have financial goals such as saving for retirement, managing investments, or planning your estate, wealth management services can help ensure you have a strategy in place to meet those goals.
Empower Tomorrow, by Consulting Expertise Today.
Step
1
Schedule Consultation
Contact Joe Dunat, Wealth Advisor, at (803) 386-0307 or jdunat@osaicwealth.com.
Step
2
Develop a Financial Plan
Work with advisors to develop a plan with retirement goals and investment preferences.
Step
3
Implement Your Plan
Sturkie Wealth Management will monitor your plan to ensure your strategy evolves over time
Not a member yet? Click here to become a member today.
Important Information
Securities and investment advisory services are offered through Osaic Wealth, Inc., a registered broker-dealer and member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
Insurance products are offered through Osaic Wealth, Inc. or its licensed affiliates. Curis Financial Credit Union and The Sturkie Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of Osaic Wealth, Inc. offer products and services using The Sturkie Wealth Management Group.. These products and services are being offered through Osaic Wealth, Inc. or its affiliates, which are separate entities from, and not affiliates of, Curis Financial Credit Union or The Sturkie Wealth Management Group. Securities and insurance offered through Osaic Wealth, Inc. or its affiliates are:
- Not Insured By Any Federal Government Agency.
- Not NCUSIF Insured.
- Not Credit Union Guaranteed.
- Not Credit Union Deposits or Obligations.
- May Lose Value.
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