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Jeremy Curtis,
J.D., M.S., CFP®
Director, Integrated Wealth Solutions
Jeremy finds joy in uncovering simple solutions to complex financial problems.
Jeremy has worked as an advanced planning consultant, business owner, financial advisor, and practicing attorney. He combines extensive experience with advanced planning strategies with a commitment to clear, straightforward explanations. He finds a particular sense of satisfaction in the “aha” moments when clients discover a solution designed around what matters most to their loved ones.
Jeremy brings an extensive background in advanced wealth planning, estate and tax strategy, business succession planning, and advisory services for ultra-high-net-worth clients. Most recently, he served as a Wealth Advisor at Strata Wealth Advisors, LLC, leading planning engagements for business owners, executives, and affluent families, and coordinating with attorneys, CPAs, and valuation experts to implement sophisticated strategies. Earlier, he co-founded Lightstone Wealth Planning Solutions and The Curtis Law Firm, offering financial, legal, tax, and asset protection planning. He also held a leadership role at Avidian Wealth Solutions, served as a consultant at New York Life Insurance Company, and worked as a financial planner at Integrated Wealth Counsel, where he advised on complex estate, business, and tax matters while training advisors nationwide.
Jeremy enjoys learning, spending time with his wife of 23 years and their three children, acrylic painting, and cooking. He also has a passion for writing and teaching.
- B.S., Neuroscience, Brigham Young University
- M.S., Financial Planning, Texas Tech University
- J.D., Texas Tech University School of Law
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