Harbor Investment Advisory
Harbor Private Weath Advisory

Curran Knittle Group

The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families

The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families. Jim and Monty have a specific focus on Special Needs Financial Planning. Through our experiences, we have accumulated a wealth of knowledge enabling us to navigate our clients through the complexities of Special Needs Planning.

Jim and Monty have more than 50 years of cumulative, extensive, personal, and professional experience. Jim is a Certified Financial Planner and Monty is a Chartered Financial Analyst Charter holder, which is a unique combination of professional degrees that we believe help us to better service our clients.

Practice Focus:

  • High Net Worth Families
  • Special Needs Planning
  • Nonprofit Organizations
  • Business Owners

Capabilities:

  • Investment Portfolio Design
  • Wealth Planning Strategies
  • Comprehensive Retirement & Family Financial Planning
  • Special Needs Financial Planning
  • Asset Allocation Risk Management
  • Individual Securities Portfolio Construction
  • Retirement Income Strategy
  • Income Strategies

Our Process

Understand Who You Are + What You Want = Deliver a Personalized Plan

We start by sitting down with you and through a series of substantive conversations; we learn about your values, priorities, concerns, and the goals you would like to achieve. We use the results of those discussions to create a personalized wealth management plan and an investment strategy to enable you and your family to realize your goals.

Comprehensive Financial Planning:

Stress test your goals against market, longevity and inflation risk given your resources

  • Goals-based wealth management
  • Structuring a portfolio to match investor goals in retirement
  • Maximizing Social Security benefits
  • Income replacement strategy
  • Sequence of return risk – saving for and spending in retirement
  • Longevity risk
  • Inflation risk
  • Risk Management – Long-term care, disability, death

Special Needs Financial Planning

Planning for the future of an individual with special needs requires preparation, careful research and experienced professional guidance.  Parents or grandparents planning for the financial well-being of a special needs individual face several challenges.

Readiness Assessment

  • Preserving Government Benefits
  • Special Needs Trust
  • Legal and Estate Planning
  • ABLE Accounts
  • Letter of Intent
  • Beneficiary Review
  • Parents Retirement

 

Investment Portfolio Construction

  • Portfolio Risk to Your Personal Financial Planning Objectives
  • Asset Allocation Risk Management
  • Individual Stock and Bond Portfolio
  • Retirement Income Portfolio Strategy
  • Exhaustive Individual Security, ETF and Mutual Fund Research
  • Quarterly Phone or In Person Communication Updates

Your Advisory Team

Phone: 410-659-8919

Contact Us
James W. Curran, III, CFP®

Financial Advisor, Managing Director

Monty Knittle

CFA

Vice President,
Portfolio Manager

Emily Doratt

Client Relationship Manager

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