Welcome to Pope Wealth Planning
Hi, I'm Curtis Pope, CFP®, CFT™
I founded Pope Wealth Planning because I believe financial advice can be more personal, more thoughtful, and much more transparent. Too often, people receive investment recommendations without an actual financial plan in place. Or, worse, people are sold financial products in the best interest of the salesperson. I wanted to build something different with PWP.
Today, I work very closely with a select group of professionals, executives, business owners, and retirees who value proactive advice, disciplined investing, tax efficiency and a long-term relationship with a trusted advisor. Founded in New York City, Pope Wealth Planning proudly serves clients in the Tristate area - and now throughout the country.
In this age of A.I. we’re drowning in information
but still have critical questions…
“Am I really on track financially?”
“What are we missing with our current strategies?”
“Will I be able to retire comfortably… eventually?”
“Will we be able to pay for our kids to go to college?”
“How should I be thinking about my equity/bonus?”
“When should we be adjusting our investment portfolio?”
These are the questions I answer every day
