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Curtis Westrich (CFP®)

Curtis Westrich focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials

Planning Specialties

Private Healthcare Practices, Individuals and Families, Small Business Owners

Additional Information

Providers Wealth LLC is a financial planning and investment management boutique focused on small business owners, and individuals & families. With a primary focus on private healthcare practice owners and their employees. We are based out of Greater Phoenix, Arizona, but can serve clients across the country virtually. 

NAPFA Start Date

September 25, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7650 S McClintock Dr. Ste 103-111 Tempe, AZ 85284 Phone: (602) 830-8480
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