Profiles

Since 2000, Curtis has provided trusted financial guidance to individuals, families, businesses, and non-profit organizations, including colleges and charitable foundations. A seasoned professional, he holds prestigious designations as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Certified Plan Fiduciary Advisor (CPFA®).

Curtis earned a degree in Applied Business Management from the University of New Hampshire (Durham) and maintains extensive licensing credentials, including FINRA Series 6, 7, 63, and 65 and an insurance producer license.

His expertise spans a wide range of financial disciplines, with specialized knowledge in taxation, supported by his background as a tax preparer. Curtis is also a sought-after speaker, delivering educational lectures to school faculty, senior groups, and other organizations. His financial insights have been featured in the Eagle-Tribune and showcased on local television, underscoring his role as a trusted voice in the financial community.

Email: Curtis@porterwealth.com 

Tim has been guiding clients toward financial success since 2002. A highly credentialed adviser, he earned the prestigious Certified Financial Planner™ (CFP®) designation in 2011 after completing rigorous training and experience requirements. He has since enhanced his expertise by obtaining the Chartered Financial Consultant (ChFC®) and Certified Plan Fiduciary Adviser (CPFA®) designations.

Tim holds a Bachelor of Science degree in Business Administration from the University of New Hampshire (Durham). He is licensed with FINRA Series 6, 7, and 63 certifications and maintains an insurance producer license, reflecting his commitment to comprehensive financial service capabilities.

Throughout his career, Tim has partnered with a diverse range of clients, including families, small businesses, and school districts, tailoring financial strategies to meet their unique needs. As an accomplished speaker, he has delivered educational presentations on topics such as life insurance planning, pension strategies, and retirement income solutions to audiences across New England.

Email: Tim@porterwealth.com